# Battle Investment Group, LLC

> Battle Investment Group, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 283292
- Filed as: BATTLE INVESTMENT GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283292
- AdvisorCensus page: https://advisorcensus.com/firm/battle-investment-group-llc-atlanta-ga-283292

## Quick answers

**How is Battle Investment Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Battle Investment Group, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is Battle Investment Group, LLC located?**
Battle Investment Group, LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is Battle Investment Group, LLC registered with the SEC or a state?**
Battle Investment Group, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 283292.

**How much does Battle Investment Group, LLC manage?**
Battle Investment Group, LLC reports $307,938,207 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).

**How have Battle Investment Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Battle Investment Group, LLC: Regulatory assets under management: $202,936,911 in the October 2022 data and $307,938,207 in the October 2026 data, up 52%. Total employees: 7 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Battle Investment Group, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Battle Investment Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283292

**Does Battle Investment Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Generally, the minimum commitment requirement required of an investor to invest in a Fund is $1,000,000."

**What changed in Battle Investment Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 7 to 6. Regulatory assets under management went from $278,976,501 to $307,938,207 (+10%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $1,000,000

> Generally, the minimum commitment requirement required of an investor to invest in a Fund is $1,000,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $307,938,207
- Discretionary: $307,938,207
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $307,938,207 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- battleinvestmentgroup.com
- LinkedIn @battle-investment-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 19, 2021 |
| October 2022 | $202,936,911 | 7 | July 29, 2022 |
| October 2023 | $253,621,415 | 8 | May 25, 2023 |
| October 2024 | $282,349,252 | 7 | March 27, 2024 |
| October 2025 | $278,976,501 | 7 | May 1, 2025 |
| October 2026 | $307,938,207 | 6 | April 30, 2026 |

Regulatory assets under management: $202,936,911 in the October 2022 data and $307,938,207 in the October 2026 data, up 52%.
Total employees: 7 in October 2022 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 6.
- Regulatory assets under management went from $278,976,501 to $307,938,207 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Battle Investment Group, LLC (CRD 283292): Form ADV filing data as of October 2026.