Data / Investment advisers / Tennessee / Templeton & Phillips Capital Management, LLC
Templeton & Phillips Capital Management, LLC, Lookout Mountain, TN: $314 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Templeton & Phillips Capital Management, LLC is an SEC registered investment adviser with its main office in Lookout Mountain, Tennessee and reports $314 million in regulatory assets under management in its Form ADV filed July 6, 2026. Its clients include charitable organizations, high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 2 private funds.
The request: Watch Templeton & Phillips Capital Management, LLC (CRD number 149101): 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
- 149101
- SEC file number
- 801-70802
- SEC status
- Approved, effective November 25, 2009
- Main office
- 810 Scenic Highway, Lookout Mountain, TN 37350
- Phone
- (423) 826-0944
- Regulatory AUM
- $314,151,887 in the Form ADV filed July 6, 2026
- Discretionary AUM
- $242,523,411
- Non discretionary AUM
- $71,628,476
- Accounts
- 138
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 2: 2 hedge funds
- Gross assets of private funds
- $57,088,319
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 6, 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 |
|---|---|---|
| Charitable organizations | 3 | $182.8 million |
| High net worth individuals | 42 | $74.2 million |
| Pooled investment vehicles | 2 | $57.1 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 | $314.2 million | March 24, 2026 |
| December 1, 2025 | $278.1 million | May 1, 2025 |
Other advisers in Tennessee
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Hcip Advisors, LLC | Nashville | $339.3 million | 1 | adviserinfo.sec.gov |
| Commerce Advisors, LLC | Memphis | $337.9 million | Not listed | adviserinfo.sec.gov |
| The Nalls Sherbakoff Group, LLC | Knoxville | $337.1 million | Not listed | adviserinfo.sec.gov |
| Rare Capital Management, LLC | Nashville | $333.6 million | 5 | adviserinfo.sec.gov |
| Wolf River Capital Management, LLC | Memphis | $328.7 million | 20 | adviserinfo.sec.gov |
| Cravens & Company Wealth Management | Cookeville | $311.1 million | Not listed | adviserinfo.sec.gov |
| Mission Value Partners, LLC | Nashville | $303.2 million | 2 | adviserinfo.sec.gov |
| Luken Investment Analytics, LLC | Brentwood | $292.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Tennessee
- Advisers with $100 million to $500 million in AUM
- Advisers serving charitable organizations
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Templeton & Phillips Capital Management, LLC 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.