LA JOLLA, CACRD 154169Latest ADV February 25, 2026
Nautilus Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in La Jolla, CA. Its latest Form ADV filing, dated February 25, 2026, reports $304M in regulatory assets under management, 3 employees, 1 office, and 607 accounts.
Assets Under Management
$304M
Employees
3
Offices
1 office
Total Clients
188
Primary office
LA JOLLA, CA
888 PROSPECT ST., SUITE 200, LA JOLLA, CA, United States
Top client segmentHNWI represent 80.3% of total clients.
Top client categories% of clientsClients
1
HNWI
80.3%
151
2
Individuals
19.7%
37
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$304Mas of February 25, 2026
Discretionary91.0%
$277M
91% of total RAUM91.0%
Non-discretionary9.0%
$27M
9% of total RAUM9.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$304M
Total Accounts607
10Y AUM Change+$185M (+155.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee63:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.