Nabity-Jensen Investment Management, Inc.
● SEC registered since 2020CRD 128455SEC# 801-118341Omaha, NE
Reg. AUM
$258.5M
Employees
3
Accounts
217
Location
Omaha, NE
About Nabity-Jensen Investment Management
Nabity-Jensen Investment Management is an SEC-registered investment adviser offering investment planning, portfolio management, and investment counseling. The firm emphasizes transparency on fees, customized strategies for retirement and life goals, and helping clients understand the broader financial picture.
Summary based on the firm’s website.
Nabity-Jensen Investment Management, Inc. assets under management
Nabity-Jensen Investment Management, Inc. is a registered investment adviser overseen by the SEC based in Omaha, NE. The firm has been registered since 2020. It reports $258.5 million in regulatory assets under management and employs 3 people.
Nabity-Jensen Investment Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Roland Nabity Control | Vice-President | 25-50% | 2006 |
| Randall Lee Jensen Control | President/Chief Compliance Officer | 50-75% | 2006 |
Frequently asked questions
How much does Nabity-Jensen Investment Management, Inc. manage?
Nabity-Jensen Investment Management, Inc. reports $258.5 million in regulatory assets under management on its Form ADV.
How many employees does Nabity-Jensen Investment Management, Inc. have?
Nabity-Jensen Investment Management, Inc. reports 3 employees.
Where is Nabity-Jensen Investment Management, Inc. located?
Nabity-Jensen Investment Management, Inc. is based in Omaha, NE and has been SEC-registered since 2020.
Does Nabity-Jensen Investment Management, Inc. disclose fund performance?
Nabity-Jensen Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9802 Nicholas Street, Suite 105, Omaha, NE 68114 |
| Phone | 402-391-1021 |
| Fax | 402-819-4688 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$258.5M▲ 9%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$258.5Mregulatory AUM
Discretionary $258.5M