RIA Intel›Advisers›Virginia›NAUTILUS FINANCIAL GROUP, INC.

NAUTILUS FINANCIAL GROUP, INC.

Advisory

VIRGINIA BEACH, VA

Data as of Feb 9, 2026 · Source: SEC Form ADV

Rank in VA
#518
of 588 advisers by AUM
AUM change, 1 year
+6.7%
47th percentile in VA
AUM CAGR, 3 year
0.0%
compound annual growth
Average account
$144K
across 456 accounts
AUM per adviser
$66M
1 advisers
Filing history
9
filings since 2011

Source: SEC Form ADV. Figures as filed Feb 9, 2026.

Total AUM
$66M
1-Year AUM Growth
+6.7%
3-Year CAGR
0.0%
Employees
2
Assets Under Management
Total AUM$66M
Discretionary AUM$66M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients256
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record9
First FilingApr 11, 2011
Latest FilingFeb 9, 2026
Full AUM trend chart and 9 historical filings spanning 15+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates In7 states
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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