NAUTILUS FINANCIAL GROUP, INC.

Overview

Nautilus Financial Group, Inc. operates as an independent registered investment adviser serving individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals, small businesses and institutional/business clients. Its fee model mixes percentage-of-AUM billing with hourly charges, indicating counseling and project work alongside ongoing asset management. Investment activity is tilted toward pooled public funds and mutual funds as the primary vehicle for client exposure, but the firm also incorporates fixed-income corporate debt and allocations to digital currency as an alternative asset exposure. The firm reports being an active ESG investor, which suggests integration of environmental, social or governance factors into manager selection or portfolio construction. Nautilus is not positioned as a capital allocator or pension consultant and is organized under individual ownership.

Assets & Accounts

Investments & Alternatives

Location & Offices