A complete list of active advisors currently associated with Nabata Investment Group, LLC
Warmer can help you find a great advisor at Nabata Investment Group, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Nabata Investment Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Mountlake Terrace, WA
| 3
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")