Charles Batchelor
Entasis Asset Management · Brookfield, Wisconsin
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.
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Facts
| Firm | Entasis Asset Management |
|---|---|
| Based in | Brookfield, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $197.9M across 497 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL, TX, WI · CRD 5877693 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.entasisassetmanagement.com |
How Charles's firm compares
- Entasis Asset Management's average account is about $398,000, from its Form ADV (assets managed divided by 497 accounts).
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Questions about Charles
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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