# Nautilus Financial Group, Inc.

> Nautilus Financial Group, Inc. is a state-registered investment advisory firm in Virginia Beach, VA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 157164
- Filed as: NAUTILUS FINANCIAL GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Virginia Beach, VA
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/157164
- AdvisorCensus page: https://advisorcensus.com/firm/nautilus-financial-group-inc-virginia-beach-va-157164

## Quick answers

**How is Nautilus Financial Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Nautilus Financial Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Nautilus Financial Group, Inc. located?**
Nautilus Financial Group, Inc.'s principal office is in Virginia Beach, VA, according to its Form ADV.

**Is Nautilus Financial Group, Inc. registered with the SEC or a state?**
Nautilus Financial Group, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 157164.

**How much does Nautilus Financial Group, Inc. manage?**
Nautilus Financial Group, Inc. reports $65,666,076 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).

**What types of clients does Nautilus Financial Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (242); high net worth individuals (14).

**Does Nautilus Financial Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/157164

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $65,666,076
- Discretionary: $65,666,076
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 242 | $44,674,064 |
| High net worth individuals | 14 | $20,992,012 |

### 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
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, MD, NC, PA, SC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nautilusfingroup.com
- LinkedIn @karriethomasnfg
- X @thomas2_karrie

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nautilus Financial Group, Inc. (CRD 157164): Form ADV filing data as of October 2026.