CRD: 157164
Nautilus Financial Group, Inc.
$65.7M Total AUM
$65.7M Disc. AUM
-- 3Y CAGR
2 Employees
256 ADV. Clients
15 yrs Firm Age
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- Custodian
- American Funds · Charles Schwab & Company · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-12-2011
- Office Locations
- 1
Office Locations
468 S. Independence Blvd., Suite B-122 Virginia Beach VA
About Nautilus Financial Group, Inc.
Nautilus Financial Group is an independent, fee-only advisory firm providing ongoing financial planning and wealth management for individuals and families. The team builds custom portfolios and supports retirement planning, 401(k) consulting, and college savings strategies. They do not accept commissions and use a RightCapital client planning portal, with relationships through Charles Schwab & Co.
Team overview
41 AVG AGE
$65.7M AVG AUM / ADVISOR
$256.5K AVG AUM / CLIENT
15.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
KARRIE ANN THOMAS
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #4434530
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,666,076 | $96,793 |
| Non-Discretionary | $0 | -- |
| Total | $65,666,076 | $96,793 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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