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, SEC-registered registered investment adviser organized as an LLC and operating since 2010. The firm serves individual and family clients and charges either a percentage of assets under management or fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for business or institutional clients, and pension consulting. Nautilus is not positioned as a capital allocator and does not identify as an active ESG investor. The firm also lists 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 3
Daniel Callan
Portfolio ManagerCRD 3272460
Kara Marquez
Financial AdvisorCRD 5955033
Michael Behner
PrincipalCRD 3264037
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 94Active vs passive
$84.8M in ETFs
44%
$37.2M
46%
$47.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $7M | 9,315 | 8.29% |
Location
La Jolla, CA
San Diego
Location
La Jolla, CA
Headquartered in La Jolla, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 888 Prospect St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Carter Financial, LLC
RIALa Jolla, CA
Sage Stone Wealth Management LLC
RIALa Jolla, CA
Canter Wealth
RIALa Jolla, CA
Castle Coast Wealth, LLC
RIALa Jolla, CA
Syrios Wealth Management Group
RIALa Jolla, CA
Coastwise Capital Group, LLC
RIALa Jolla, CA