Templeton & Phillips Capital Management, LLC
Firm details
- Headquarters
- Lookout Mountain, Tennessee
- CRD number
- 149101
- Registered since
- November 25, 2009
- Website
- www.templetonandphillips.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Charitable Organizations58.2%
- HNWI23.63%
- Pooled Investment Vehicles18.17%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Templeton & Phillips Capital Management, LLC is an individual-owned institutional RIA that has been registered with the SEC since 2009. The firm serves both individual/family and institutional clients and acts as a capital allocator, combining traditional portfolio management with selection of third-party managers. Its advisory services cover portfolio management for individuals and small businesses as well as for businesses and institutions. Compensation is primarily a percentage of AUM, supplemented by performance-based fees. The firm does not identify as an active ESG investor and is not designated as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities39%
- Other29%
- Non-Exchange Traded Equities13%
- Public Funds/Mutual Funds11%
- US Government Bonds5%
Contacts
2 of 2
Lauren Templeton
OwnerCRD 3142189
David Phillips
PrincipalCRD 3229474
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$3.1M in ETFs
100%
$3.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 600(TM) SMALL CAP ETF (SPSM) | State Street | Passive | Small Blend | $595K | 10,319 | 19.49% |
Location
Lookout Mountain, TN
Hamilton
Location
Lookout Mountain, TN
Headquartered in Lookout Mountain, TN, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.
- Metro area
- Chattanooga-Cleveland-Dalton, TN-GA
- Region
- South
- County
- Hamilton
- Address
- 810 Scenic Hwy
- Time zone
- CT (UTC-6)
- Office locations
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