Advisor at Bateman Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bateman Capital Management, Inc.
Location
Leavenworth, KS 66048
Credentials
Series 65
Industry experience
9 years
Kenneth Bateman is the principal of Bateman Capital Management, Inc. in Leavenworth, KS, holding a Series 65 license with 9 years of industry experience. He has held leadership roles in multiple businesses including event space rental and real estate management, and serves as Chairman of the Leavenworth Main Street Program, Inc. in an unpaid capacity. Bateman Capital Management is an independent advisory firm that provides discretionary portfolio management to individual clients, using fundamental analysis and a diverse range of investment vehicles. The firm manages approximately $1 million across a small number of accounts and incorporates client-specific goals, tax considerations, and risk tolerance into written Investment Policy Statements.
Based on Bateman Capital Management, Inc.
1.00% annually
20% of net profits above a high water mark (negotiable)
422 Delaware Street, Suite B
Leavenworth, KS 66048
Kansas · Texas
Bateman Law Group LLC
2024 - Present (2 years)
Moves Managed Services, Inc.
2024 - 2024 (1 year)
Downtown Leavenworth Properties LLC
2023 - Present (3 years)
Haymarket Event Center LLC
2021 - Present (5 years)
618 Cherokee LLC
2019 - Present (7 years)
Bateman Consulting LLC
2019 - 2025 (6 years)
Bateman Capital Management, Inc.
2016 - Present (10 years)
Bateman Holdings LLC
2016 - Present (10 years)
Vet Management, Inc.
2015 - 2024 (9 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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