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TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
CRD 149101 · SEC 801-70802
810 SCENIC HIGHWAY, LOOKOUT MOUNTAIN, TN, 37350, United States
Phone
423-826-0944
Fax
423-826-0949
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$314.2M
Discretionary AUM
$242.5M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 42 | $74.2M |
| Pooled investment vehicles | 2 | $57.1M |
| Charitable organizations | 3 | $182.8M |
States served
GA, TN
All web addresses on file
Official SEC filing: View on IAPD