Nautilus Advisors Employee Directory

Financial ServicesCalifornia, United States0-1 Employees

Nautilus Advisors is a San Diego–based, SEC-registered investment adviser that provides comprehensive financial planning and asset management for high net worth families and closely held businesses. Founded in 2010 by Thomas Brenner and Michael Behner, the firm follows a holistic planning approach that spans portfolio management, goals-based analysis, insurance optimization, and the potential inclusion of estate and charitable planning. 

It coordinates with clients’ other financial professionals and works with top attorneys and CPAs, offering referrals to support advanced tax and estate planning. In addition to individual wealth planning, it advises small to medium-sized closely held businesses on succession planning, executive retention, and employee benefit and retirement programs. The service lineup includes portfolio management, estate and charitable planning, insurance review and implementation, and strategic and tactical financial planning.

Find Nautilus Advisors employees' phone numbers or email addresses

Nautilus Advisors Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Nautilus Advisors's Leadership

  • Stylized image of a person
    B. K.
    Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    P. M.
    Process Technician
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Nautilus Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Nautilus Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. K.
    Chief Compliance Officer
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    P. M.
    Process Technician
    Phone icon
    Oct 18, 2024

Frequently Asked Questions

What is Nautilus Advisors known for?

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Nautilus Advisors operates in the Financial Services industry. The company's main headquarters is located in San Diego, California United States; you can contact the main corporate office by phone at . Explore Nautilus Advisors's company overview page for more information.

What is Nautilus Advisors's most common email format?

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Nautilus Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Nautilus Advisors email formats with LeadIQ.

How many employees does Nautilus Advisors have currently?

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Nautilus Advisors has approximately 1 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Nautilus Advisors's key employees and leadership?

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As of February 2026, Nautilus Advisors's key employees include:

  • Chief Compliance Officer: B. K.
  • Process Technician: P. M.

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