N
CRD: 311853
Nautilus Wealth Advisors
$107.9M Total AUM
$107.9M Disc. AUM
5.8% 3Y CAGR
2 Employees
79 ADV. Clients
5 yrs Firm Age
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- VertexTimber
- Established Date
- 02-19-2021
- Office Locations
- 1
Office Locations
410 N. Miramar Avenue Indialantic FL
About Nautilus Wealth Advisors
Nautilus Wealth Advisors is an independent, planning-led practice in Indialantic, FL led by founder/CEO Shannon T. Pitner, CFP®, with 35+ years’ experience. The team builds personalized, tactical financial plans for families and investment clients, adapting strategies through life events, with portfolio implementation that commonly uses ETFs and mutual funds and custody/resources via Raymond James.
Team overview
-- AVG AGE
$107.9M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
5.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Ember atlas North north
Client Personas
Focus frontier
Custodian
Beacon pioneer Legacy zenith Meridian Signal foundation
Investment Themes
Unison
Investment Vehicles
Meridian
Platform
Element
Services
Zenith pathway Beacon wave Horizon element Harbor alpha Value glacier Frontier
Technology
Unison Ridge
Owner & Executives
SHANNON TRUSE PITNER
Advisor, Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #1002126
- Ownership
- 75% or more
(450) 438-7550
prime.delta@vertexcapital.com
in linkedin.com/in/oak-catalyst
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,918,714 | $211,605 |
| Non-Discretionary | $0 | -- |
| Total | $107,918,714 | $211,605 |
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Separately Managed Accounts
Total SMA Asset: $107,918,714
Equity - Exchange:
20.0% Public Funds:
40.8% Cash:
39.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,221,043,970 | 20.0% |
| Public Funds | $2,490,929,698 | 40.8% |
| Cash | $2,393,246,180 | 39.2% |
| Total | $6,105,219,848 | 100.0% |