A complete list of active advisors currently associated with Bateman Capital Management, Inc.

Warmer can help you find a great advisor at Bateman Capital Management, Inc. or one who fits your needs even better.

Bateman Capital Management is a small, independent advisory firm that serves individual clients through ongoing, discretionary portfolio management. The firm manages roughly $1.0 million across a handful of accounts and documents each client’s goals, tax considerations, and risk tolerance in a written Investment Policy Statement. BCM’s investment work is grounded in fundamental analysis and includes both long‑term and short‑term trading across mutual funds, equities, fixed income (including TIPS), ETFs, REITs, options, and non‑U.S. securities. Accounts are monitored regularly with periodic reviews tied to clients’ investment policies and changes in financial circumstances. Compared with similar solo independent advisers, BCM’s practices are notable for offering performance‑based fee arrangements to qualified clients and for utilizing derivatives (options) and borrowing/margin in managed accounts, all conducted through a required custodian relationship with Interactive Brokers. The brochure discloses that performance fees are calculated and withdrawn via the custodian and describes procedures intended to manage the potential conflicts and risks those arrangements can create.

To learn more about the advisors currently working at Bateman Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.