Nabity-Jensen Investment Management

Nabity-Jensen is registered as an investment advisor with the Nebraska Department of Banking and Finance, not with the SEC. State registration typically indicates the firm manages less than $100 million in regulatory assets under management. Nebraska-registered advisors file Form ADV with the state and are subject to periodic examinations by state securities regulators.

Based on the firm's regulatory filings, Nabity-Jensen primarily serves individual investors and high-net-worth families in the greater Omaha area and the broader Midwest. The firm may also serve a limited number of institutional accounts, trusts, and retirement plans. Client relationships are typically managed through individually constructed separate accounts rather than pooled investment vehicles.

The firm's ownership structure has not been publicly detailed in available filings. RIA firms of this scale in the Omaha market are typically majority-owned by one or two senior principals who also serve as the primary portfolio managers. No private equity backing or external institutional ownership has been publicly disclosed.

Nabity-Jensen employs fundamental, bottom-up security selection across US equities and fixed income. Equity portfolios are concentrated — typically 25 to 40 positions — and built on a long-only, value-oriented philosophy. Fixed-income allocations emphasize investment-grade corporate bonds, municipal securities, and US Treasuries. The firm does not publicly market alternative investments, private equity, or hedge fund strategies.

There is no public evidence that Nabity-Jensen is affiliated with a bank holding company, insurance carrier, or larger wealth management platform. The firm operates as an independent registered investment advisor. Its Omaha location places it in proximity to major financial institutions including Berkshire Hathaway and Mutual of Omaha, but there is no known formal relationship with either entity.