|
⚲
|
| Keyboard |
| Nautilus Advisors LLC
✚
|
|
|---|---|
| CRD # | 154169 |
| SEC # | 801-71754 |
| CIK # | 0002083253 |
| AUM | 304.3 M (2026-02-25) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 619-573-4590 |
| Address | 888 Prospect St La Jolla, CA 92037 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002083253 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 8.5 | ||
| Apple Inc | 8.4 | ||
| Alphabet Inc | 7.1 | ||
| Netflix Inc | 3.8 | ||
| Costco Wholesale Corp /NEW | 3.3 | ||
| Alphabet Inc | 3.2 | ||
| Applied Materials Inc /DE | 3.0 | ||
| Nvidia Corp | 2.6 | ||
| Microsoft Corp | 2.3 | ||
| Visa Inc | 2.2 | ||
| AbbVie Inc | 1.9 | ||
| CrowdStrike Holdings Inc | 1.8 | ||
| Terex Corp | 1.7 | ||
| Advanced Micro Devices Inc | 1.6 | ||
| Qualcomm Inc/DE | 1.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 43.9 |
| (b) Individuals (high net worth individuals) | 151 | 260.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 607 | 304.3 |
| By Discretionary | ||
| Discretionary | 557 | 277.1 |
| Non-Discretionary | 50 | 27.2 |
| Total | 607 | 304.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 304.3 | |
| Total | 607 | 304.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002083253] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Broadview Wealth Partners LLC
✚
|
CO | 304.7 M |
|
Black Cypress Capital Management LLC
✚
|
304.6 M | |
|
Future Finances Inc
✚
|
OH | 304.6 M |
|
Hergenroeder Financial Advisors Inc
✚
|
MD | 304.5 M |
|
Vestment Financial LLC
✚
|
MN | 304.3 M |
|
Oakwood Capital Inc
✚
|
MN | 304.2 M |
|
Wise Wealth LLC
✚
|
MO | 304.2 M |
|
Thryve Wealth Management LLC
✚
|
CA | 304.0 M |
|
Signature Resources Capital Management LLC
✚
|
CA | 303.9 M |
|
GBC Investment Group LLC
✚
|
303.9 M |