Templeton & Phillips Capital Management, LLC
Templeton & Phillips Capital Management, LLC is an SEC-registered wealth manager in Lookout Mountain, TN with $314.2M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Templeton & Phillips Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149101, SEC 801-70802, data through 2026-05-11.
- AUM (assets under management / regulatory AUM)
- $314.2M (2026-05-11)
- Firm type
- Wealth Manager
- Location
- Lookout Mountain, TN
- Employees
- 3
- Clients
- 47
- CRD
- 149101
- Ownership
- TEMPLETON, LAUREN, CORTNEY; PHILLIPS, DAVID, SCOTT
How much AUM does Templeton & Phillips Capital Management, LLC have?
Templeton & Phillips Capital Management, LLC reported $314.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-11).
Who owns Templeton & Phillips Capital Management, LLC?
Disclosed owners and executives of Templeton & Phillips Capital Management, LLC include TEMPLETON, LAUREN, CORTNEY, PHILLIPS, DAVID, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.