Mohammed Khalid
Nabata Investment Group · Mountlake Terrace, Washington
Mohammed Khalid is a fee-only financial advisor at Nabata Investment Group in Mountlake Terrace, Washington. Mohammed focuses on sustainable & impact investing, small business owners and retirement planning. Nabata Investment Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Multi-generational families
Facts
| Firm | Nabata Investment Group |
|---|---|
| Based in | Mountlake Terrace, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $3.6M across 16 accounts |
| SEC registration | Investment adviser representative in TX, WA · CRD 6573540 |
| Exams passed | Series 63 (2016) · Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.nabatainvestmentgroup.com |
| Profile |
How Mohammed's firm compares
- Nabata Investment Group's average account is about $225,000, from its Form ADV (assets managed divided by 16 accounts).
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Questions about Mohammed
Is Mohammed Khalid a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mohammed holds no broker registration, and Nabata Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mohammed charge for financial advice?
Mohammed's firm, Nabata Investment Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Mohammed Khalid based?
Mohammed Khalid is based in Mountlake Terrace, Washington.
What does Mohammed specialize in?
Mohammed's specialties include sustainable & impact investing, small business owners, retirement planning and family wealth transfer. Mohammed works with retirees and multi-generational families.
Is Mohammed Khalid registered with the SEC?
Yes. Mohammed Khalid is registered as an investment adviser representative in TX and WA (CRD 6573540), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nabata Investment Group manage?
Nabata Investment Group reports $3.6M across 16 accounts in assets under management.
How do I contact Mohammed Khalid?
Through Mohammed's website, www.nabatainvestmentgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Nabata Investment Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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