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NAUTILUS WEALTH ADVISORS
SHANNON T. PITNER AND COMPANY
CRD 311853 · SEC 801-120360
410 N. MIRAMAR AVENUE, INDIALANTIC, FL, 32903, United States
Phone
(321) 724-1888
Fax
(321) 951-8171
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$107.9M
Discretionary AUM
$107.9M
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $15.4M |
| High net worth individuals | 31 | $83.2M |
| Pension/profit sharing plans | 8 | $9.4M |
States served
NH, FL
All web addresses on file
Official SEC filing: View on IAPD