BATEMAN CAPITAL MANAGEMENT, INC.

Overview

Bateman Capital Management, Inc. is a small, equity-focused registered investment adviser that manages discretionary portfolios for individuals and small businesses. The firm charges a percentage-of-assets fee and may also assess performance-based fees, indicating a willingness to use incentive-aligned structures with select clients. Portfolio management activity centers on exchange-traded equities, with a stated preference for equities over other asset classes. The adviser is not positioned as an ESG-focused manager and does not present itself as a multi-state adviser. Given its client base and service model, Bateman Capital appears to operate as a boutique RIA serving a small number of relationships with customized, discretionary equity allocations. Advisory activities are concentrated on portfolio management rather than pension consulting or institutional advisory work.

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Location & Offices