# Charles Batchelor

> Charles Batchelor is a fee-only financial advisor at Entasis Asset Management in Brookfield, Wisconsin, who holds the CFA credential. Entasis Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/charles-batchelor/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Entasis Asset Management
- **Based in:** Brookfield, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $197.9M across 497 accounts
- **Credentials:** CFA
- **CRD:** 5877693 (https://adviserinfo.sec.gov/individual/summary/5877693)
- **SEC registration:** Investment adviser representative in IL, TX, WI
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.entasisassetmanagement.com

## Frequently asked questions

### Is Charles Batchelor a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Entasis Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Charles charge for financial advice?

Charles's firm, Entasis Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Charles Batchelor based?

Charles Batchelor is based in Brookfield, Wisconsin.

### What credentials does Charles Batchelor hold?

Charles Batchelor holds the CFA credential.

### Is Charles Batchelor registered with the SEC?

Yes. Charles Batchelor is registered as an investment adviser representative in IL, TX and WI (CRD 5877693), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Entasis Asset Management manage?

Entasis Asset Management reports $197.9M across 497 accounts in assets under management.

### How do I contact Charles Batchelor?

Through Charles's website, www.entasisassetmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5877693): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.