NAUTILUS ADVISORS LLC

RIASEC RegisteredEst. 2010

Total AUM

$304M

Discretionary

$277M

91% of AUM

Avg account

$501K

Accounts

607

Employees

Advisory reps

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

FINTRX

Overview

Nautilus Advisors LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2010. The firm is privately owned (individual ownership) and focuses on serving individual and family clients through a mix of AUM-based and fixed fees. Its stated advisory capabilities on filings include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and pension consulting services; the ADV also indicates the firm is not designated as a pension consultant and that it does not characterize itself as an active ESG investor. Nautilus reports an industry affiliation with an insurance company and does not present itself as a multi-state adviser or as a capital allocator.