TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC

LOOKOUT MOUNTAIN, Tennessee·2 registered advisors·CRD# 149101
SEC# 801-708020423-826-0944
01

Firm Overview

AUM
$202M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC

2 registered advisors
David Scott Phillips
LOOKOUT MOUNTAIN, Tennessee
Lauren Cortney Templeton
LOOKOUT MOUNTAIN, Tennessee
05

Office Locations

LOOKOUT MOUNTAIN, Tennessee
2 advisors

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Data sourced from SEC Form ADV filings. TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC (CRD# 149101) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.