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David Scott Phillips

TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC·LOOKOUT MOUNTAIN, Tennessee
Unclaimed Profile
810 SCENIC HIGHWAY, LOOKOUT MOUNTAIN, TN 37350CRD# 3229474Firm CRD# 149101
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About

David Scott Phillips is a registered financial advisor based in LOOKOUT MOUNTAIN, Tennessee, affiliated with TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
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Firm Overview

Firm
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
AUM
$202M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3229474
Firm CRD# 149101
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Scott Phillips offer?
David Scott Phillips specializes in Investment Management, Wealth Management. Contact their office in LOOKOUT MOUNTAIN, Tennessee for a consultation.
What are David Scott Phillips's credentials?
David Scott Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Scott Phillips located?
David Scott Phillips is based in LOOKOUT MOUNTAIN, Tennessee, working with TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC. Their office serves clients in the LOOKOUT MOUNTAIN metropolitan area and surrounding communities.
How does David Scott Phillips charge for services?
David Scott Phillips's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC?
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $202M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LOOKOUT MOUNTAIN
Lauren Cortney Templeton — TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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