# Bateman Capital Management, Inc.

> Bateman Capital Management, Inc. is a state-registered investment advisory firm in Leavenworth, KS, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 284972
- Filed as: BATEMAN CAPITAL MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Leavenworth, KS
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284972
- AdvisorCensus page: https://advisorcensus.com/firm/bateman-capital-management-inc-leavenworth-ks-284972

## Quick answers

**How is Bateman Capital Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Bateman Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Bateman Capital Management, Inc. located?**
Bateman Capital Management, Inc.'s principal office is in Leavenworth, KS, according to its Form ADV.

**Is Bateman Capital Management, Inc. registered with the SEC or a state?**
Bateman Capital Management, Inc. is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 284972.

**How much does Bateman Capital Management, Inc. manage?**
Bateman Capital Management, Inc. reports $1,026,259 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary).

**What types of clients does Bateman Capital Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8).

**Does Bateman Capital Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/284972

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,026,259
- Discretionary: $1,026,259
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $859,008 |
| High net worth individuals | Fewer than 5 | $167,251 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- batemancapitalmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bateman Capital Management, Inc. (CRD 284972): Form ADV filing data as of October 2026.