Nautilus Advisors LLC
Nautilus Advisors LLC is a California-based registered investment advisory firm headquartered in San Diego, founded in 2010. The firm offers wealth management and fiduciary advisory services to individuals (including high net worth), pension and profit-sharing plans, charitable organizations, and small businesses. Nautilus Advisors LLC operates under a fee-only structure and focuses on providing transparent, customized financial planning and portfolio management. The firm emphasizes client-centric service, aligning its interests with those of its clients, and is recognized for its experienced team and commitment to fiduciary standards. Nautilus Advisors serves clients primarily in California, Colorado, and Texas, and is owned and led by Michael Behner. Employee count is not explicitly stated, but the firm is independently run.
Investment Strategy
Nautilus Advisors LLC provides financial planning, portfolio management for individuals, small businesses, and institutions, as well as pension consulting. The firm's strategy centers on customized asset allocation, risk management, and long-term investment planning tailored to each client's specific goals. Nautilus Advisors aims to maximize returns while managing risks, leveraging its fiduciary duty to ensure recommendations are conflict-free and in the clients' best interests. The firm also offers market timing services, advisor selection, and educational outreach, with an approach rooted in transparency, education, and holistic wealth management.
Top Holdings
Equity Positions (160)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 5.71% | $7.8M | 35,472 | $219.39 | $219.39 | +$857.9K |
N NFLX | NETFLIX INC | 4.49% | $6.1M | 4,574 | $894.75 | $1339.13 | +$1.9M |
S SPY | SPDR S&P 500 ETF TR | 4.45% | $6.1M | 9,815 | $586.39 | $617.85 | +$628.1K |
A AAPL | APPLE INC | 4.08% | $5.6M | 27,123 | $250.02 | $205.17 | -$406.8K |
G GOOGL | ALPHABET INC | 2.68% | $3.6M | 20,706 | $188.95 | $176.23 | +$533.9K |