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Advisor

K Robert Batchelor

Entasis Asset Management, LLC · Brookfield, Wisconsin

K Robert Batchelor is a fee-only financial advisor at Entasis Asset Management, LLC in Brookfield, Wisconsin, who holds the CFA, CFP and MBA credentials. Entasis Asset Management, LLC reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only CFACFPMBA

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Facts

FirmEntasis Asset Management, LLC
Based in Brookfield, Wisconsin
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$197.9M across 497 accounts
CredentialsCFA · CFP · MBA
SEC registration Investment adviser representative in IL, TX, WI · CRD 2763626
Exams passedSeries 65 (2000) · Series 63 (2010)
Firm size5 employees
Disclosures None reported

How K Robert's firm compares

  • Entasis Asset Management, LLC's average account is about $398,000, from its Form ADV (assets managed divided by 497 accounts).

What fee-only advisors charge in Wisconsin

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Questions about K Robert

Is K Robert Batchelor a fee-only financial advisor?

Yes. K Robert Batchelor is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by K Robert's firm.

How does K Robert charge for financial advice?

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

Where is K Robert Batchelor based?

K Robert Batchelor is based in Brookfield, Wisconsin.

What credentials does K Robert Batchelor hold?

K Robert Batchelor holds the CFA, CFP and MBA credentials.

Is K Robert Batchelor registered with the SEC?

Yes. K Robert Batchelor is registered as an investment adviser representative in IL, TX and WI (CRD 2763626), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

How much does Entasis Asset Management, LLC manage?

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

How do I contact K Robert Batchelor?

Contact details aren't on file yet. Search for Entasis Asset Management, LLC.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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