Matthew James Dougherty

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2002 → Present
  State Farm Vp Management Corp
  Omaha, NE
• 12/2005 → Present
  Matt Dougherty Insurance Agency
  Omaha, NE
• 08/2018 → 06/2019
  State Farm Investment Management Corp
  Omaha, NE
• 07/2025 → Present
  State Farm Investment Management Corp
  Omaha, NE

Other Businesses

(1) FAIRBANKS MANAGING MEMBER LLC; NON-INVESTMENT RELATED; 118 N 49TH STREET, SUITE 105, OMAHA, NE 68132; INVESTMENT OR COMMERCIAL PROPERTY; OWNER 100%; 12/19/13; SHELL COMPANY FOR THE HISTORIC TAX CREDITS TO PASS THRU; 0 HRS/MO; 0 HRS/MO. (2) FAIRBANKS MASTER TENANT LLC; INVESTMENT RELATED; 118 N 49TH ST SUITE 105, OMAHA, NE 68132; INVESTMENT OR COMMERCIAL PROPERTY; OWNER 100%; 12/20/13; 1HR/MO; 0 HRS/MO. (3) DMX; INVESTMENT RELATED; 11213 Davenport St., OMAHA, NE 68154; INVESTMENT OR COMMERCIAL PROPERTY; OWNER 99%; 9/29/11; NO DUTIES; 1 HRS/MO; 0 HRS/MO. (4) HARNEY STREET DEVELOPMENT LLC; INVESTMENT RELATED; 11213 DAVENPORT ST, SUITE 300; OMAHA, NE 68154; INVESTMENT OR COMMERCIAL PROPERTY; OWNER 99%; 8/28/13; NO DUTIES; 0 HRS/MO; 0 HRS/MO. (5) PIANO BUILDING MANAGING MEMBER LLC; INVESTMENT RELATED; 1516 CUMMING STREET, OMAHA, NE 68102; INVESTMENT OR COMMERCIAL PROPERTY; OWNER 99%; 10/7/11; NO DUTIES; 0 HRS/MO; 0 HRS/MO. (6) PIANO BUILDING MASTER TENANT LLC; INVESTMENT RELATED; 1516 CUMMING STREET, OMAHA, NE 68102; INVESTMENT OR COMMERCIAL PROPERTY; OWNER 99%; 10/11/11; NO DUTIES; 0 HRS/MO; 0 HRS/MO. (7) FAIRBANKS BUILDING LLC; INVESTMENT RELATED; 118 N 49TH STREET SUITE 105, OMAHA, NE 68132; INVESTMENT OR COMMERCIAL PROPERTY; OWNER 34%; 12/20/13; CONTROL OF THE CHECKBOOK, REVIEW BANK STATEMENTS, MAKE DEPOSITS IN THE CHECKING ACCOUNT, PAY BILLS/CO-SIGNOR ON CHECKING ACCOUNT; 2 HRS/MO; 0 HRS/MO. (8) PIANO BUILDING LLC; INVESTMENT RELATED; 4900 DODGE STREET, OMAHA, NE 68132; INVESTMENT OR COMMERCIAL PROPERTY; ONWER 39%; 10/11/11; THIS IS THE BUILDING I HAVE MY STATE FARM OFFICE WITHIN. I HAVE MY OFFICE PLUS SEVERAL OTHER OFFICES WITHIN MY BUILDING; 2 HRS/MO; 0 HRS/MO. (9) 1316 JONES STREET PARTNERSHIP LLC; INVESTMENT RELATED;1316 JONES STREET, OMAHA, NE 68102; INVESTMENT OR COMMERCIAL PROPERTY; PARTNER 33%; 3/1/13; NO DUTIES; 0 HRS/MO; 0 HRS/MO. 10) Matt Dougherty; non-investment related; 236 S 89th Street, Omaha, NE 68114; Investment or Commercial Property; not the owner but assist others in gaining these Historic Tax Credits/0%; 04/15/2016; 4hr/mo 1hr/mo; not the owner but assist others in gaining these Historic Tax Credits. 11) Matthew Dougherty's Insurance Agency; Insurance Agency; Investment-related; 119 N 72nd St Ste 100 Omaha, NE 68114-3601; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 3/1/2003; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-03
• S63 Uniform Securities Agent State Law Examination
  2003-01-09

Other Names

• Matt Dougherty