Entasis Asset Management

What Entasis Asset Management does

Entasis Asset Management is a Wisconsin-based, SEC-registered investment advisory firm (RIA) founded in 2016 by three CFA charterholders — Bob Batchelor (CEO), C.J. (Charles J.) Batchelor (CIO), and Mike Peters (Senior Wealth Advisor) — who previously worked together at Cleary Gull and Artisan Partners. The firm delivers institutional-quality investment management to individual investors, institutions, professional athletes, and other advisors, anchored by a Core/Completion portfolio philosophy and a proprietary Relative Value Analysis research methodology. Investment management is delivered through three named strategies — Entasis Asset Allocation Strategies, Entasis Dynamic Total Return, and Entasis High Income — supported by in-house financial planning (CFP Board Practice Standards), tax planning, and a dedicated Entasis+ sub-brand offering personal CFO services for professional athletes.

The firm's underlying technology is intentionally light: all investment research is conducted in-house by the founding partners rather than relying on third-party models, while the technology stack is composed of standard RIA infrastructure — Charles Schwab and Fidelity Investments as institutional custodians, eMPlan for client portal access, and BD Reporting for client portfolio reports. There are no proprietary AI/ML systems, no public API, and no mobile application. Two account types serve different investor segments: an Investment Planning Account with a recommended $250,000 minimum and a GenerationTech Account with a $5,000 minimum accessed through the Schwab platform.

Entasis operates a direct advisory model with a sales-led go-to-market: clients engage through introductory meetings (scheduled via Calendly), receive personalized Investment Policy Statements, and pay recurring asset-based advisory fees disclosed in quarterly invoices alongside product and platform fees. The firm relies on a content-driven top-of-funnel motion (quarterly newsletter, ViewPoints blog, advisor-selection resources) and operates only in U.S. states where it is registered or qualifies for exemption, with no disclosed international footprint, external funding, or parent company.

Name

Entasis Asset Management

Legal name

Entasis Asset Management LLC

Website

https://entasisam.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Entasis Asset Management is a Wisconsin-based, SEC-registered RIA founded in 2016 that provides financial planning, tax planning, and investment management to individual investors, institutions, professional athletes, and other advisors, using in-house research and a Core/Completion portfolio philosophy.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

Keywords

• Investment advisory services
• Financial planning services
• Wealth management solutions
• Retirement plan advisory
• Tax planning services

Headquarters

HQ city

Brookfield

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Advisory Fees: Fees paid to the advisor for services including asset-based or advisory fees, flat dollar fees by service, hourly rates, and commissions. All forms are summarized into an understandable dollar amount and disclosed in quarterly invoices.
2. Product Fees: Charges for certain investments that flow through to clients in the form of lower investment returns including mutual fund loads, 12b-1 fees, and management fees.
3. Platform Fees: Charges for trades such as commissions and mark-ups incurred at time of trades, which can be a form of advisor compensation.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Entasis Asset Management is an SEC-registered investment advisor that delivers personalized financial planning, tax planning, and investment management services to individual investors, institutions, and professional athletes. The firm manages portfolios through three proprietary investment strategies (Asset Allocation, Dynamic Total Return, and High Income), supported by in-house research, boots-on-the-ground manager due diligence, and a Core/Completion portfolio construction philosophy. It also offers outsourced research and consulting to other advisors and retirement plan fiduciary services to institutions.

Product overview

Entasis Asset Management is a cost-conscious investment advisor offering a unified platform of financial advisory services. The core offerings include Financial Planning (grounded in CFP Board Practice Standards), Tax Planning, and Investment Management. Investment Management is delivered through three named strategies: Entasis Asset Allocation Strategies (Core/Completion philosophy), Dynamic Total Return (benchmark agnostic approach), and High Income (income-focused with downside mitigation). Specialized services include Entasis+ for professional athletes (Personal CFO offering) and Research & Consulting for institutions. Two account types serve different investor segments: Investment Planning Account (minimum $250,000) and GenerationTech Account (minimum $5,000).

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Services
• Tax Planning Services Tax planning services including tax law interpretation, Roth conversion analysis, tax harvesting review, business succession planning, sales and use tax review, and tax compliance recommendations for individual clients.
• Entasis Asset Allocation Strategies Customized asset allocation strategies based on the firm's Core/Completion philosophy, incorporating investment manager selection, vehicle selection, and equity/fixed income research to meet individual client goals.
• Entasis Dynamic Total Return A largely benchmark-agnostic strategy seeking long-term capital appreciation through High Conviction Managers, Emerging Managers, Performance Reversion Opportunities, and Diversifying Investments.
• Entasis High Income Strategy seeking high current income and long-term capital appreciation with a secondary objective to mitigate significant downside volatility, targeting multiple income-producing investments including non-traditional asset classes.
• Entasis+ (Athlete Services) Personal CFO services for professional athletes, offering sudden wealth planning, lifetime financial freedom, and generational wealth transfer planning with monthly CEO meetings under the Entasis+ sub-brand.
• Research & Consulting Services Outsourced investment management and retirement plan services for institutions and other advisors, including recommended lists, manager analysis, portfolio construction, asset allocation, and investment policy statements.
• Investment Planning Account Full-service investment planning account with a recommended minimum of $250,000, offering comprehensive financial planning and investment management.
• GenerationTech Account Self-directed investment option designed for investors beginning to accumulate wealth, accessible with lower household asset balances and a $5,000 minimum, accessed through the Schwab platform.

Quantifiable outcome

• Low-cost portfolios designed to correct for the illusion of value created by premium fees for overly complex portfolios

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Partnerships

Four partnerships are on record, tiered core and supporting.

• Charles SchwabcoreTechnology or IntegrationCharles Schwab serves as a custodian for client accounts. Clients access their Entasis Asset Management accounts at Schwab through the institutional platform.
• Fidelity InvestmentscoreTechnology or IntegrationFidelity Investments serves as a custodian for client accounts. Clients access their Entasis Asset Management accounts at Fidelity.
• eMPlansupportingTechnology or IntegrationeMPlan provides the Entasis Personal Website platform for client access to their accounts and portfolio reports.
• BD ReportingsupportingTechnology or IntegrationBD Reporting provides Entasis Client Reports platform for client portfolio reporting.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Carson Group: PE-backed RIA and coaching platform serving individual clients and partner advisors. Comparable through outsourced research/services model and full-service wealth management offering.
• Creative Planning: One of the largest independent RIAs in the US offering comprehensive wealth management including financial planning, tax, and investment management to individuals and institutions. Comparable business model at much larger scale.
• Robert W. Baird & Co. Large Milwaukee-based wealth management and investment bank with a significant HNW advisory practice. Comparable as a Wisconsin-rooted, full-service wealth manager serving individuals, institutions, and retirement plans.
• Mercer Advisors: Large PE-backed RIA offering wealth management, tax planning, and investment management with strong retirement plan and institutional services practice. Comparable diversified RIA model and target market.
• Artisan Partners: Large publicly-traded investment management firm where CEO Bob Batchelor previously served. A much larger Milwaukee-based asset manager offering actively managed equity and fixed income strategies; comparable through shared institutional investment culture and overlapping client base.
• Edelman Financial Engines: Largest US RIA combining traditional advisory with a strong retirement plan participant business. Comparable in targeting individual investors, retirement plans, and offering integrated financial planning and investment management.

Regional players

• Madison Investment Advisors: Madison, Wisconsin-based investment manager where co-founder Mike Peters previously worked. Comparable as a Midwest-based active asset manager with institutional and intermediary clients.
• Johnson Financial Group: Wisconsin-headquartered private wealth and banking group that owned Cleary Gull Advisors. Comparable as a regional wealth manager serving HNW individuals and institutions in the same upper Midwest geography with similar service offerings.

Direct peers

• Cleary Gull: Wisconsin-based investment advisor where Entasis's co-founders C.J. Batchelor and Mike Peters previously worked. Provides similar investment advisory, wealth management, and retirement plan services to individuals and institutions in the upper Midwest.
• Marquette Associates: Independent investment consulting firm serving institutional clients (endowments, foundations, retirement plans) with investment policy development, manager research, and portfolio construction — directly comparable to Entasis's Research & Consulting offering.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/EntasisAM
• LinkedInlinkedin.com/company/entasis-asset-management

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Entasis Asset Management