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TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
LOOKOUT MOUNTAIN, Tennessee
·
2 registered advisors
·
CRD# 149101
SEC# 801-70802
0
423-826-0944
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 Management
Wealth Management
04
Advisors at TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
2 registered advisors
David Scott Phillips
LOOKOUT MOUNTAIN, Tennessee
CRD# 3229474
Lauren Cortney Templeton
LOOKOUT MOUNTAIN, Tennessee
CRD# 3142189
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
.