{
  "crd_number": 311853,
  "slug": "nautilus-wealth-advisors-indialantic-fl-311853",
  "primary_business_name": "NAUTILUS WEALTH ADVISORS",
  "legal_name": "SHANNON T. PITNER AND COMPANY",
  "dbas": [],
  "city": "Indialantic",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "37340",
  "metro": {
    "cbsa_code": "37340",
    "common_name": "Palm Bay",
    "msa_name": "Palm Bay-Melbourne-Titusville, FL",
    "path": "/advisors/fl/palm-bay"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-02-19",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-04",
  "carried_forward": false,
  "raum_total": 107918714.0,
  "raum_discretionary": 107918714.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 15353944.0,
      "count": 40
    },
    "pension_profit_sharing": {
      "raum": 9407941.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 83156829.0,
      "count": 31
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NH"
  ],
  "websites": [
    "https://facebook.com/NautilusWealthAdvisors",
    "https://linkedin.com/in/shannonpitner",
    "https://nautiluswealthadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311853",
  "city_as_filed": "INDIALANTIC",
  "url": "https://advisorcensus.com/firm/nautilus-wealth-advisors-indialantic-fl-311853",
  "display_name": "Nautilus Wealth Advisors",
  "summary": "Nautilus Wealth Advisors is an SEC-registered investment advisory firm in Indialantic, FL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.",
  "citation": "AdvisorCensus. Nautilus Wealth Advisors (CRD 311853): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Nautilus Wealth Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Nautilus Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Nautilus Wealth Advisors located?",
      "a": "Nautilus Wealth Advisors' principal office is in Indialantic, FL, according to its Form ADV."
    },
    {
      "q": "Is Nautilus Wealth Advisors registered with the SEC or a state?",
      "a": "Nautilus Wealth Advisors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311853."
    },
    {
      "q": "How much does Nautilus Wealth Advisors manage?",
      "a": "Nautilus Wealth Advisors reports $107,918,714 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary)."
    },
    {
      "q": "How have Nautilus Wealth Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Nautilus Wealth Advisors: Regulatory assets under management: $126,767,930 in the October 2021 data and $107,918,714 in the October 2026 data, down 15%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Nautilus Wealth Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); high net worth individuals (31); pension and profit sharing plans (but not the plan participants or government pension plans) (8)."
    },
    {
      "q": "Which custodians does Nautilus Wealth Advisors use?",
      "a": "Nautilus Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Nautilus Wealth Advisors report any disciplinary disclosures?",
      "a": "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/311853"
    },
    {
      "q": "Does Nautilus Wealth Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 4, 2026 says: \"We do not have a minimum account size.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 126767930.0,
      "total_employees": 3,
      "filing_date": "2021-06-14"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 118231080.0,
      "total_employees": 2,
      "filing_date": "2022-08-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 91074883.0,
      "total_employees": 2,
      "filing_date": "2023-02-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 107633464.0,
      "total_employees": 2,
      "filing_date": "2024-02-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 119268521.0,
      "total_employees": 2,
      "filing_date": "2025-02-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 107918714.0,
      "total_employees": 2,
      "filing_date": "2026-03-04"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 4, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have a minimum account size."
        ]
      }
    ],
    "quotes": [
      "We do not have a minimum account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Raymond James Financial Services, Inc.",
      "name_as_filed": "RAYMOND JAMES FINANCIAL SERVICES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/nautilus-wealth-advisors-indialantic-fl-311853.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 40,
      "fewer_than_5": false,
      "raum": 15353944.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 31,
      "fewer_than_5": false,
      "raum": 83156829.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 9407941.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311853",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}