This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$304MItem 5.F on the latest filing (2026-02-25); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$277M

Private client RAUM

$304MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$101Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

1Schedule D 1.F, beyond the principal office

Accounts

607

Individual clients

37

High net worth clients

151

SEC number

801-71754

CIK

2083253

CRD

154169

Filings on the tape

35

First filed

Jan 31, 2012

Latest filed

Feb 25, 2026

Organised

Limited Liability Company, CA

• Occurred

  Nov 26, 2019
  Control person left

  Wade Brigand Kline (Owner) no longer on Schedule A of Nautilus Advisors Llc (listed 2019-11-19, absent 2019-11-26)

  Form ADVobserved 4 days ago
• Occurred

  Nov 26, 2019
  Control person left

  Scott Thomas Brenner (Owner) no longer on Schedule A of Nautilus Advisors Llc (listed 2019-11-19, absent 2019-11-26)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:654a18b2-eae7-e276-b309-8f5157553dce

First observed

Jan 31, 2012

Last observed

Feb 25, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.