Nabity-Jensen Investment Management, Inc.
● SEC registered since 2020CRD 128455SEC# 801-118341Omaha, NE
Reg. AUM
$258.5M
Employees
3
Accounts
217
Location
Omaha, NE
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, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$258.5Mregulatory AUM
Discretionary $258.5M