Nautical Star Financial Group LLC

Overview

Nautical Star Financial Group LLC is a state registered investment adviser based in Irving, TX, registered since 2021. It reports $57.4M in assets under management across 168 accounts, with 5 employees. It has 4 investment adviser representatives.

Reported AUM

$57.4M

Discretionary

79%

Accounts

168

Average account

$341K

Employees

5

Advisory reps

4

Registered since

2021

Jurisdictions

4

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Lance Eric Peters Principal, Chief Compliance Officer CRD 2197862

Advisory reps 3 of 4

• Susan D Marshall Insurance Agent · Investment Adviser Rep CRD 5704414
• Robert McKay Investment Adviser Rep CRD 7665550
• Lance E Peters Insurance Agent · Investment Adviser Rep CRD 2197862

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

511 E John Carpenter Fwy Ste 500
Irving, TX 75062

County

Dallas

Metro area

Dallas-Fort Worth-Arlington, TX

Region

South

Registrations

• State registered
• Registered in 4 jurisdictions
• Website: nauticalstarfinancial.com

Every state, with registration dates

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