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One Degree Advisors, Inc.

● SEC registered since 2014CRD 170392SEC# 801-79351San Diego, CA
Export (members)
Reg. AUM
$489M
Employees
6
Accounts
1,279
Location
San Diego, CA

One Degree Advisors, Inc. assets under management

One Degree Advisors, Inc. is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2014. It reports $489 million in regulatory assets under management and employs 6 people.

One Degree Advisors, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Alexander Edward OkugawaSecretary10-25%2023
Anthony Lawrence SafferCeo25-50%2022
Anthony Lawrence Saffer ControlChief Compliance Officer25-50%2024
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Frequently asked questions

How much does One Degree Advisors, Inc. manage?

One Degree Advisors, Inc. reports $489 million in regulatory assets under management on its Form ADV.

How many employees does One Degree Advisors, Inc. have?

One Degree Advisors, Inc. reports 6 employees.

Where is One Degree Advisors, Inc. located?

One Degree Advisors, Inc. is based in San Diego, CA and has been SEC-registered since 2014.

Does One Degree Advisors, Inc. disclose fund performance?

One Degree Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8880 Rio San Diego Drive, Suite 1000, San Diego, CA 92108
Phone619-282-3288
Fax619-280-9553
Office hours8:30a.m.-5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$489M▲ 43%
Mar '25 — $341.6MApr '25 — $341.6MMay '25 — $341.6MJun '25 — $341.6MJul '25 — $341.6MAug '25 — $341.6MSep '25 — $341.6MOct '25 — $341.6MNov '25 — $341.6MDec '25 — $341.6MJan '26 — $341.6MFeb '26 — $341.6MMar '26 — $489MApr '26 — $489MMay '26 — $489MJun '26 — $489M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$489Mregulatory AUM
Discretionary $489M