RIA Intel›Advisers›Oregon›BATLEY, KENT MICHAEL

BATLEY, KENT MICHAEL

Advisory

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$216K

across 57 accounts

AUM per adviser

$6M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients31

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InOR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

31 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

INBUNDANCE, LLC

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CUDO INVESTMENT SERVICES, INC.

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$13M

-56.7% 1Y

THE CASCADIA GROUP LLC

$13M

RUE, NEIL

$11M

RWW INVESTMENT ADVISORS INC.

$11M

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