SourcingSourcing

NABITY-JENSEN INVESTMENT MANAGEMENT, INC.

C40
CRD 128455·SEC 801-118341·OMAHA, NE
AUM
$258.5M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$775K
@ 30% margin
Est. Deal Value
$6.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NABITY-JENSEN INVESTMENT MANAGEMENT, INC.
CRD
128455
SEC file #
801-118341
EIN
204121556
DBA names
—

Economics

AUM
$258.5M
AUM band
$100M-$500M
AUM trajectory
'21'26
$121.8M → $258.5M▲ +112%
Client mix
Individuals Other45
Individuals High Net Worth42
Pension Profit Sharing Plans4
Charitable Organizations1

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
1 advisors → 2 advisors▲ +100%
Primary office
OMAHA NE
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/06/2026
ADV-W filed at
—
Website
nabityjensen.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JENSEN, RANDALL, LEE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
JENSEN, RANDALL, LEE
NABITY, DAVID, ROLAND
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NABITYJENSEN.COM
Rdap Domain Creation Date
2011-06-14T19:08:05Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
Bluehost Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
8,592
Form 5500 Compensation Trajectory 3y
20258,592
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
8,592
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002044851
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2024-11-15
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0002044851-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
9802 NICHOLAS STREETSUITE 105OMAHA, NE 68114
Business
9802 NICHOLAS STREETSUITE 105OMAHA, NE 68114
Edgar EIN
204121556
Edgar Recent Filings
13F-HR2026-04-21 · 0002044851-26-000002
13F-HR2026-01-26 · 0002044851-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-14T19:08:05Z
Rdap Domain Last Changed
2025-05-30T07:33:47Z
Rdap Nameservers
Ns1.bluehost.comNs2.bluehost.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2813307
Trust Company Affiliate
No

People (3)

3
JENSEN, RANDALL, LEE
IAR · Direct Owner · 62.5%
2813307
DAVID ROLAND NABITY
Direct Owner · 37.5%
1019344
Jennifer Ann Jorgenson
IAR
7488667