Nautilus Financial Group, Inc.
- Regulatory AUM
- $65.7M
- Discretionary
- $65.7M
- Clients
- 256
- Avg AUM / client
- $257K
- Accounts
- 456
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 242 | $44.7M | 68.0% |
| High net worth individuals | 14 | $21.0M | 32.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sheavly, Seba, Breedlove | Vice President | Nov 2001 (25y) | Less than 5% | |
| Sheavly, William, Harold | President | Nov 2001 (25y) | 75% or more | |
| Karrie Ann Thomas | Chief Compliance Officer | CFP | Apr 2011 (15y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/09/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Sei Investments Distribution Co. $56.1M (85% of AUM) Feb 2026
- Charles Schwab & Co. $8.8M (13% of AUM) Feb 2026
- Capital Group $756K (1% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 09, 2026.
View current Form ADV (SEC/IAPD) ↗