$304.3M Total AUM
$277.1M Disc. AUM
10.7% 3Y CAGR
3 Employees
188 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- InsightAtlas
- Established Date
- 09-01-2010
- Office Locations
- 2
Office Locations
888 Prospect St. Suite 200 LA Jolla CA
999 Corporate Drive Ladera Ranch CA
About Nautilus Advisors LLC
Nautilus Advisors LLC is a California-based RIA serving retail clients, including entrepreneurs, with financial planning and portfolio construction across ETFs, mutual funds, and fixed income. The firm highlights reviewing mutual fund and annuity expense/performance, and typically custodies assets with Charles Schwab.
Team overview
45 AVG AGE
$101.4M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
10.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Element north Frontier pathway Wave
Client Personas
Radial
Custodian
Bridge Foundation zenith Glacier Wave wave Vertex oak Zenith harbor Vital Quantum Ridge oak Alpha matrix Insight harbor
Investment Themes
Delta Vital North Pathway Value Foundation
Investment Vehicles
Ember zenith Beacon capital
Platform
North insight
Services
Harbor quantum Pioneer Capital vital Atlas beacon Crest crest Quantum optima Glacier Legacy capital Radial vital
Technology
Pathway pathway Zenith pathway
Owner & Executives
M
MICHAEL SHEA BEHNER
Chief Compliance Officer, PRINCIPAL
- CRD
- #3264037
- Ownership
- 75% or more
(366) 244-5560
pathway.value@optimacapital.com
in linkedin.com/in/ridge-delta
Showing 1 of 1 owners & executives
Unlock allContacts
D
DANIEL STOIAN CALLAN
Portfolio Manager
- CRD
- #3272460
(239) 307-8480
capital.signal@horizoncapital.com
in linkedin.com/in/north-capital
K
KARA JOYCE MARQUEZ
Financial Advisor
- CRD
- #5955033
(530) 392-8528
quantum.oak@zenithcapital.com
in linkedin.com/in/frontier-ember
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $277,052,200 | $497,401 |
| Non-Discretionary | $27,239,589 | $544,792 |
| Total | $304,291,789 | $501,304 |
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Separately Managed Accounts
Total SMA Asset: $304,291,789
Public Funds:
15.6% Equity - Exchange:
10.5% Cash:
21.1% Municipal Bonds:
20.5% Corporate - Investment Grade:
9.4% Corporate - Non-Investment Grade:
22.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,202,942,046 | 15.6% |
| Equity - Exchange | $809,672,531 | 10.5% |
| Cash | $1,627,056,228 | 21.1% |
| Municipal Bonds | $1,580,789,227 | 20.5% |
| Corporate - Investment Grade | $724,849,694 | 9.4% |
| Corporate - Non-Investment Grade | $1,765,857,233 | 22.9% |
| Total | $7,711,166,959 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN FRONTIER | FOCUS ELEMENT | DQZH46YRQ | GQXK | 11.83% | $93,411,888 |
| BRIDGE UNISON | MOMENTUM SUMMIT | UAEFNABCJ | JHKC | 8.48% | $12,323,094 |
| PRIME ELEMENT HARBOR | CATALYST FOUNDATION | OAR7JIEGH | UPGRW | 9.53% | $7,465,192 |
| FOCUS FRONTIER | BRIDGE ELEMENT | YR7QXVUYS | NKF | 1.61% | $49,287,689 |
| MERIDIAN NORTH | CATALYST VALUE | 2W1Z35V83 | AYBL | 10.16% | $98,721,701 |
| NORTH DELTA | PIONEER HARBOR | AH1LI9SJC | OZXQX | 3.69% | $56,955,621 |
| BEACON FRONTIER GLACIER | GLACIER MOMENTUM | 7O3IH97LZ | GKS | 7.89% | $29,733,671 |
| LEGACY SIGNAL | FRONTIER HARBOR | T72W6408N | RVEY | 0.71% | $17,161,647 |