# Nabity-Jensen Investment Management, Inc. > Nabity-Jensen Investment Management, Inc. is an SEC-registered investment advisory firm in Omaha, NE, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026. - CRD: 128455 - Filed as: NABITY-JENSEN INVESTMENT MANAGEMENT, INC. - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Omaha, NE - Filing period: October 2026 - Form ADV filing dated: March 6, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/128455 - AdvisorCensus page: https://advisorcensus.com/firm/nabity-jensen-investment-management-inc-omaha-ne-128455 ## Quick answers **How is Nabity-Jensen Investment Management, Inc. compensated?** On its Form ADV (Item 5.E, October 2026), Nabity-Jensen Investment Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). **Where is Nabity-Jensen Investment Management, Inc. located?** Nabity-Jensen Investment Management, Inc.'s principal office is in Omaha, NE, according to its Form ADV. **Is Nabity-Jensen Investment Management, Inc. registered with the SEC or a state?** Nabity-Jensen Investment Management, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 128455. **How much does Nabity-Jensen Investment Management, Inc. manage?** Nabity-Jensen Investment Management, Inc. reports $258,453,250 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary). **How have Nabity-Jensen Investment Management, Inc.'s assets and staff changed since 2021?** In the Form ADV data for Nabity-Jensen Investment Management, Inc.: Regulatory assets under management: $160,570,576 in the October 2021 data and $258,453,250 in the October 2026 data, up 61%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Nabity-Jensen Investment Management, Inc. serve?** By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (45); high net worth individuals (42); pension and profit sharing plans (but not the plan participants or government pension plans) (4). **Which custodians does Nabity-Jensen Investment Management, Inc. use?** Nabity-Jensen Investment Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets. **Does Nabity-Jensen Investment Management, Inc. report any disciplinary disclosures?** Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/128455 **Does Nabity-Jensen Investment Management, Inc. state an account minimum?** Its Form ADV Part 2A brochure dated March 6, 2026 says: "As a condition for starting and maintaining an investment advisory relationship with Nabity- Jensen, we impose a minimum client household value of $500,000 in assets under management." "Nabity-Jensen may, in its sole discretion, accept clients with smaller household values based upon certain criteria, including anticipated future earning capacity, anticipated future additional assets, , related/legacy accounts, , pre- existing client and account retention." ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Hourly charges - Fixed fees (other than subscription fees) ### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026) - Account minimum: $500,000 (the brochure says it may be waived or negotiated) > As a condition for starting and maintaining an investment advisory relationship with Nabity- Jensen, we impose a minimum client household value of $500,000 in assets under management. > Nabity-Jensen may, in its sole discretion, accept clients with smaller household values based upon certain criteria, including anticipated future earning capacity, anticipated future additional assets, , related/legacy accounts, , pre- existing client and account retention. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Charles Schwab & Co., Inc. Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian. ### Regulatory assets under management (Item 5.F) - Total: $258,453,250 - Discretionary: $258,453,250 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 45 | $13,284,474 | | High net worth individuals | 42 | $243,046,746 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $1,126,699 | | Charitable organizations | 1 | $995,331 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 0 | $0 | | Other | 0 | $0 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses - Other ### Firm details - Registered since: 2020 (6 years) - Employees: 3 total, 2 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: IA, NE, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - [nabityjensen.com](https://nabityjensen.com) ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $160,570,576 | 3 | March 29, 2021 | | October 2022 | $200,565,157 | 3 | March 14, 2022 | | October 2023 | $177,211,228 | 3 | February 1, 2023 | | October 2024 | $206,050,914 | 3 | February 23, 2024 | | October 2025 | $237,846,529 | 3 | February 18, 2025 | | October 2026 | $258,453,250 | 3 | March 6, 2026 | Regulatory assets under management: $160,570,576 in the October 2021 data and $258,453,250 in the October 2026 data, up 61%. Total employees: 3 in October 2021 and 3 in October 2026. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nabity-Jensen Investment Management, Inc. (CRD 128455): Form ADV filing data as of October 2026.