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.