Nautilus Financial Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$65,666,076
Clients
256
5% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
256
Very HighAverage account size
$256,508
About
Nautilus Financial Group provides investment advisory and consulting services primarily to individual and high‑net‑worth clients, and also to charitable organizations. The firm offers non‑discretionary advisory consulting (including retirement, tax, and investment planning) and discretionary portfolio management through a sponsored wrap‑fee program, and manages approximately $65.7 million in client assets.
The firm’s investment process combines firm‑developed asset allocation models with ongoing discretionary supervision for wrap accounts, while consulting clients receive written or verbal recommendations without ongoing asset monitoring unless a separate engagement is agreed. For the wrap program the firm acts as portfolio manager and executes trades through selected custodians, using the custodian platforms and research tools to implement and monitor allocations.
Compared with peers, Nautilus is notable for managing an unusually large number of client relationships per advisor while sponsoring its own wrap‑fee program—an arrangement that is uncommon among similarly supported firms. Operationally, the firm consolidates senior roles (including the president/CCO serving as the portfolio manager for the wrap program), does not accept performance‑based fees, and maintains written policies on conflicts, proxy voting, privacy, and a code of ethics.
Client services
Financial planning
Portfolio management
Advisory consulting services
Expertise
General retirement planning
General tax planning
Wealth management
Fee options
$0 - $500,000: 1.00% annually $500,000 - $1,000,000: 0.90% annually $1,000,000 - $1,500,000: 0.80% annually $1,500,000 - $2,000,000: 0.70% annually $2,000,000+: Negotiable
$250 per hour, negotiable depending on nature, complexity, and time involved
Account minimum: $50,000 minimum to open and maintain an advisory account for Wrap Fee Program; no minimum stated for Advisory Consulting Services
Main office location
Nautilus Financial Group, Inc.
468 S. Independence Blvd., Suite B 122
Virginia Beach VA 23452, United States
Number of offices
1
Most active in
Nautilus Financial Group, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida · Maryland · North Carolina · Pennsylvania · South Carolina · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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