NAUTILUS ADVISORS LLC
Latest filing: Mar 27, 2025 (111 days ago)
AUM
$267,576,480
14% change vs. 1 year ago
28% change vs. 3 years ago
63% change vs. 5 years ago
85% change vs. 10 years ago
Employee Count
3
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
-25% change vs. 10 years ago
Main Office
LA JOLLA, CA
888 PROSPECT ST., LA JOLLA, CA, UNITED STATES, 92037
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.3 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 26 | $0.0 |
| Average Individual AUM | $832,101 | |
| HNW | 221 | $0.2 |
| Average HNW AUM | $1,112,859 | |
| Retail Total | 247 | $0.3 |
| Average Retail AUM | $1,083,306 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.3 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 38% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 4% | $0.0 |
| Municipal | 10% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 3% | $0.0 |
| HY Credit | 1% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 34% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 11% | $0.0 |
| Other | 0% | $0.0 |
| Total | 101% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
3 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| KARA MARQUEZ | SAN DIEGO | CA | S66|2011-11-18 | CERTIFIED FINANCIAL PLANNER | |||||
| DANIEL CALLAN | SAN DIEGO | CA | S63|1999-10-14|S65|1999-10-26 | ||||||
| MICHAEL BEHNER | SAN DIEGO | CA | S63|1999-11-01|S65|1999-11-23 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.3 | $0.0 | 0% | 3 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 3 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.0 | 14% | 3 | 0 | 0% |
| 2023-04-04 | $0.2 | $0.0 | 18% | 3 | 0 | 0% |
| 2022-04-01 | $0.2 | $0.1 | 28% | 3 | 0 | 0% |
| 2021-04-05 | $0.2 | $0.1 | 45% | 3 | 0 | 0% |
| 2020-04-01 | $0.2 | $0.1 | 63% | 3 | 0 | 0% |
| 2019-04-01 | $0.2 | $0.1 | 66% | 5 | -2 | -40% |
| 2018-04-02 | $0.1 | $0.1 | 113% | 3 | 0 | 0% |
| 2017-04-01 | $0.1 | $0.1 | 124% | 3 | 0 | 0% |
| 2016-04-01 | $0.1 | $0.2 | 131% | 3 | 0 | 0% |
| 2015-04-01 | $0.1 | $0.1 | 85% | 4 | -1 | -25% |
| 2014-04-01 | $0.1 | $0.1 | 95% | 4 | -1 | -25% |
| 2013-04-01 | $0.1 | $0.1 | 121% | 3 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-09/01/2010, CO-03/29/2022, TX-09/14/2015 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV