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NAUTILUS WEALTH ADVISORS
Legal name: SHANNON T. PITNER AND COMPANY
CRD 311853File 801-120360
APPROVED
Retail clients
Custody
Filing as of Mar 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$107.9M
Bottom 25% of cohort (national)
Discretionary AUM
$107.9M
Clients
79
510 accounts
Employees
2
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 19, 2021
- Principal office
- 410 N. MIRAMAR AVENUE, INDIALANTIC, FL, 32903
- Phone
- (321) 724-1888
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $107.9M
- Discretionary AUM
- $107.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 510
- Non-discretionary accounts
- 0
- Total accounts
- 510
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 31 | $83.2M |
| Pension and profit sharing plans | 8 | $9.4M |
| Individuals (other than high net worth individuals) | 40 | $15.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 81 | 79 | decreased by2 |
| Apr 1, 2026 | AUM | $119,268,521 | $107,918,714 | decreased by$11,349,807 |
| Apr 1, 2026 | Accounts | 557 | 510 | decreased by47 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 109 | 81 | decreased by28 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $118,231,080 | $119,268,521 | increased by$1,037,441 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 613 | 557 | decreased by56 |
| Apr 1, 2022 | Employees | 3 | 2 | decreased by1 |
| Apr 1, 2022 | Clients | 86 | 109 | increased by23 |
| Apr 1, 2022 | AUM | $126,767,930 | $118,231,080 | decreased by$8,536,850 |
| Apr 1, 2022 | Accounts | 86 | 613 | increased by527 |
| Jul 1, 2021 | Registration | APPROVED-120 | APPROVED | |
| Jul 1, 2021 | AUM | $0 | $126,767,930 | increased by$126,767,930 |
| Jul 1, 2021 | Accounts | 0 | 86 | increased by86 |
| Apr 1, 2021 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NAUTILUS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NAUTILUS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.