CRD: 284972
Bateman Capital Management, Inc.
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-22-2016
- Office Locations
- 1
Office Locations
About Bateman Capital Management, Inc.
Bateman Capital Management is an independent RIA in Leavenworth, KS providing fiduciary, long-term portfolio management via separately managed accounts for individuals, families, and businesses. Led by founder/CIO Kenneth Bateman, PhD, the firm applies a value-oriented, holistic approach and primarily implements equity exposure through ETFs, with custody at Interactive Brokers.
Team overview
Insights
Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Kenneth Charles Bateman
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #6701602
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,026,259 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,026,259 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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