# Nautilus Wealth Advisors

> 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.

- CRD: 311853
- Filed as: NAUTILUS WEALTH ADVISORS
- Legal name: Shannon T. Pitner and Company
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indialantic, FL
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311853
- AdvisorCensus page: https://advisorcensus.com/firm/nautilus-wealth-advisors-indialantic-fl-311853

## Quick answers

**How is Nautilus Wealth Advisors compensated?**
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).

**Where is Nautilus Wealth Advisors located?**
Nautilus Wealth Advisors' principal office is in Indialantic, FL, according to its Form ADV.

**Is Nautilus Wealth Advisors registered with the SEC or a state?**
Nautilus Wealth Advisors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311853.

**How much does Nautilus Wealth Advisors manage?**
Nautilus Wealth Advisors reports $107,918,714 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**How have Nautilus Wealth Advisors' assets and staff changed since 2021?**
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.

**What types of clients does Nautilus Wealth Advisors serve?**
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).

**Which custodians does Nautilus Wealth Advisors use?**
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.

**Does Nautilus Wealth Advisors 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/311853

**Does Nautilus Wealth Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 4, 2026 says: "We do not have a minimum account size."

## 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 March 4, 2026)

- Account minimum: None

> We do not have a minimum account size.

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

### Custodians (Schedule D, Section 5.K(3))
- Raymond James Financial Services, 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: $107,918,714
- Discretionary: $107,918,714
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $15,353,944 |
| High net worth individuals | 31 | $83,156,829 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $9,407,941 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nautiluswealthadvisors.com
- Facebook @NautilusWealthAdvisors
- LinkedIn @shannonpitner

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $126,767,930 | 3 | June 14, 2021 |
| October 2022 | $118,231,080 | 2 | August 19, 2022 |
| October 2023 | $91,074,883 | 2 | February 9, 2023 |
| October 2024 | $107,633,464 | 2 | February 22, 2024 |
| October 2025 | $119,268,521 | 2 | February 25, 2025 |
| October 2026 | $107,918,714 | 2 | March 4, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nautilus Wealth Advisors (CRD 311853): Form ADV filing data as of October 2026.