# Nautilus Advisors LLC

> Nautilus Advisors LLC is an SEC-registered investment advisory firm in La Jolla, CA, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 154169
- Filed as: NAUTILUS ADVISORS LLC
- Also doing business as: NTLS WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: La Jolla, CA
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154169
- AdvisorCensus page: https://advisorcensus.com/firm/nautilus-advisors-llc-la-jolla-ca-154169

## Quick answers

**How is Nautilus Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Nautilus Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Nautilus Advisors LLC charge?**
Its Form ADV Part 2A brochure dated February 25, 2026 states: Flat fee: $500 to $10,000 (Financial Planning and Consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Nautilus Advisors LLC located?**
Nautilus Advisors LLC's principal office is in La Jolla, CA, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Nautilus Advisors LLC registered with the SEC or a state?**
Nautilus Advisors LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 154169.

**How much does Nautilus Advisors LLC manage?**
Nautilus Advisors LLC reports $304,291,789 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (91% discretionary).

**How have Nautilus Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Nautilus Advisors LLC: Regulatory assets under management: $183,905,131 in the October 2021 data and $304,291,789 in the October 2026 data, up 65%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Nautilus Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (151); individuals (other than high net worth individuals) (37).

**Which custodians does Nautilus Advisors LLC use?**
Nautilus Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Nautilus Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/154169

**What changed in Nautilus Advisors LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $267,576,480 to $304,291,789 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Flat fee: $500 to $10,000 (Financial Planning and Consulting services)

> We charge a flat fee for Financial Planning and Consulting services. The total estimated fee, as well as the ultimate fee that we charge you, is based on the scope and complexity of our engagement with you. Flat fees generally range from $500 to $10,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $304,291,789
- Discretionary: $277,052,200
- Non-discretionary: $27,239,589

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 37 | $43,874,378 |
| High net worth individuals | 151 | $260,052,237 |
| Charitable organizations | Fewer than 5 | $365,174 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2010 (16 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Ladera Ranch, CA

### Websites listed on Form ADV (Item 1.I)
- [nautilusadv.com](https://nautilusadv.com)
- Facebook @NAUTILUSADVISORS
- LinkedIn @NTLS-WEALTH-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $183,905,131 | 3 | March 17, 2021 |
| October 2022 | $209,191,457 | 3 | March 29, 2022 |
| October 2023 | $226,069,759 | 3 | March 23, 2023 |
| October 2024 | $235,276,275 | 3 | March 27, 2024 |
| October 2025 | $267,576,480 | 3 | March 27, 2025 |
| October 2026 | $304,291,789 | 3 | February 25, 2026 |

Regulatory assets under management: $183,905,131 in the October 2021 data and $304,291,789 in the October 2026 data, up 65%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $267,576,480 to $304,291,789 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nautilus Advisors LLC (CRD 154169): Form ADV filing data as of October 2026.