Templeton & Phillips Capital Management, LLC

Templeton & Phillips Capital Management, LLC (CRD# 149101) is a financial advisory firm headquartered in Lookout Mountain, TN. They manage $94,978,191 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $3,799,128
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Templeton & Phillips Capital Management, LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.