Nabata Investment Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,490,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
10
10% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$349,000
About
Nabata Investment Group is an independent, state-registered advisory firm that provides financial planning and ongoing discretionary investment supervisory services to individual and high‑net‑worth clients, managing roughly $3.6 million across about ten households. The firm delivers integrated financial plans within its asset‑management relationships and also offers standalone hourly planning engagements.
The firm’s investment process is built around an Investment Policy Statement for each household and combines fundamental, technical, and cyclical analysis to construct diversified portfolios of mutual funds, ETFs, individual bonds, and equities. Nabata uses both long‑term buy‑and‑hold and shorter‑term trading strategies, typically operates with discretionary trading authority, and generally directs custody and trade execution to Charles Schwab.
Compared with many peers, the firm reports that it does not serve non‑high‑net‑worth individual clients and focuses its practice on wealthier households. The managing principal has formal training in Islamic finance and prior experience with a halal‑focused investment advisor and education nonprofit, a background that may inform the firm’s perspective on investment selection and client needs.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
Fee options
$0 - $2,000,000: 1.50% $2,000,000+: 1.00%
$150 to $350 per hour for stand-alone financial planning services, negotiable
Account minimum: $100,000 (may be waived by Nabata based on client needs and other factors)
Main office location
Nabata Investment Group, LLC
Mountlake Terrace WA, United States
Number of offices
1
Most active in
Nabata Investment Group, LLC has reported serving >5 clients in these states in the last 12 months.
Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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