Nautilus Advisors LLC
Firm details
- Headquarters
- La Jolla, California
- CRD number
- 154169
- Registered since
- September 1, 2010
- Website
- www.nautilusadv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.46%
- Individuals14.42%
- Charitable Organizations0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Nautilus Advisors LLC is an independent, individual-owned registered investment adviser that began its SEC registration in 2010. The firm serves primarily individuals and families and charges clients via a mix of percentage-of-AUM and fixed fees. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Nautilus does not position itself as an ESG-focused investor and maintains an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds42%
- Exchange Traded Equities35%
- Cash & Cash Equivalents13%
- State & Local Bonds6%
- Investment Grade Corp Bonds2%
Contacts
3 of 3Michael Behner
PrincipalCRD 3264037
Daniel Callan
Portfolio ManagerCRD 3272460
Kara Marquez
Financial AdvisorCRD 5955033
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 94Active vs passive
$82.1M in ETFs
45%
$37.2M
46%
$44.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $7.1M | 9,293 | 8.63% |
Location
La Jolla, CA
San Diego
Location
La Jolla, CA
Headquartered in La Jolla, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 888 Prospect St
- Time zone
- PT (UTC-8)
- Office locations
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