SourcingSourcing

SHANNON T. PITNER AND COMPANY

A84
CRD 311853·SEC 801-120360·INDIALANTIC, FL
AUM
$107.9M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$324K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SHANNON T. PITNER AND COMPANY
CRD
311853
SEC file #
801-120360
EIN
—
DBA names
Nautilus Wealth Advisors

Economics

AUM
$107.9M
AUM band
$100M-$500M
AUM trajectory
'22'26
$126.8M → $107.9M▼ -15%
Client mix
Individuals Other40
Individuals High Net Worth31
Pension Profit Sharing Plans8

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
1 advisors → 1 advisors▬ 0%
Primary office
INDIALANTIC FL
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
nautiluswealthadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PITNER, SHANNON, TRUSE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
PITNER, SHANNON, TRUSE
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NAUTILUSWEALTHADVISORS.COM
Rdap Domain Creation Date
2015-02-05T15:46:12Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4342
Soi Zip Pct 200k Plus
0.1919
Soi Zip Returns 200k Plus
1,370
Soi Zip Total AGI
1,160,325
Fdic Zip Total Deposits
9,821,386,000
Fdic Zip Branch Count
164
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Raymond James4
E*trade4
Fdic Zip Branches Raw
NationsBank of Florida, N.A.Indialantic, FL
The American Bank of the SouthIndialantic, FL
Fdic Zip HHI
1199.68
Fdic Zip Top Bank Share Pct
26.27
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-05T15:46:12Z
Rdap Domain Last Changed
2026-02-04T08:41:50Z
Rdap Nameservers
Ns6.wixdns.netNs7.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI17,498
Returns1,490
Stub 2
AGI38,599
Returns1,060
Stub 3
AGI51,153
Returns820
Soi Zip Total Business Income
29,432
Soi Zip Total Cap Gains
89,580
Soi Zip Total Dividends
41,472
Soi Zip Total Returns
7,140
Top Owner CRD
1002126
Trust Company Affiliate
No

People (1)

1
PITNER, SHANNON, TRUSE
IAR · Direct Owner · 87.5%
1002126