Overview
Assets Under Management: $314 million
Headquarters: LOOKOUT MOUNTAIN, TN
High-Net-Worth Clients: 42
Average Client Assets: $1.8 million
Frequently Asked Questions
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149101), TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC is headquartered in LOOKOUT MOUNTAIN, TN.
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC serves 42 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC manages $314 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.63%
Average Client Assets: $1.8 million
Total Client Accounts: 138
Discretionary Accounts: 129
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 149101
Filing ID: 2070503
Last Filing Date: 2026-03-24 11:05:55