Data / Investment advisers / Tennessee / Laffer Tengler Investments, Inc.
Laffer Tengler Investments, Inc., Nashville, TN: $800 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Laffer Tengler Investments, Inc. is an SEC registered investment adviser with its main office in Nashville, Tennessee and reports $800 million in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include high net worth individuals, corporations and other businesses and insurance companies. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Laffer Tengler Investments, Inc. (CRD number 108068): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 108068
- SEC file number
- 801-56953
- SEC status
- Approved, effective November 10, 1999
- Main office
- 1005 17th Ave S Suite 900, Nashville, TN 37212
- Phone
- (800) 838-3468
- Regulatory AUM
- $800,063,389 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $800,063,389
- Accounts
- 767
- Employees
- 14, of which 13 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 98 | $523.8 million |
| Corporations or other businesses | 21 | $86 million |
| Insurance companies | Fewer than 5 | $71.6 million |
| Individuals (other than high net worth individuals) | 145 | $55.9 million |
| Investment companies | 1 | $24.2 million |
| State or municipal government entities | 5 | $24.1 million |
| Charitable organizations | 6 | $11.1 million |
| Pension and profit sharing plans | Fewer than 5 | $3.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $800.1 million | March 26, 2026 |
| December 1, 2025 | $622 million | September 10, 2025 |
Other advisers in Nashville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sanford C. Bernstein & Co., LLC | Nashville | $1.22 billion | Not listed | adviserinfo.sec.gov |
| Fielder Capital Group LLC | Nashville | $1.21 billion | Not listed | adviserinfo.sec.gov |
| HG Capital Management, LLC | Nashville | $1.21 billion | 6 | adviserinfo.sec.gov |
| Round Hill Music LP | Nashville | $1.11 billion | 5 | adviserinfo.sec.gov |
| Claritas Capital | Nashville | $814 million | 108 | adviserinfo.sec.gov |
| 12th Street Asset Management | Nashville | $621.6 million | 1 | adviserinfo.sec.gov |
| Decker Wealth Management, LLC | Nashville | $566.2 million | Not listed | adviserinfo.sec.gov |
| Council Capital Funds Management, LLC | Nashville | $518.6 million | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Nashville, TN
- Investment advisers in Tennessee
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Laffer Tengler Investments, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.