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 a privately owned, SEC-registered investment adviser that provides portfolio management for individuals, small businesses, and institutional clients. Founded as a limited liability company and registered with the SEC in 2009, the firm acts as a capital allocator and conducts manager selection in addition to direct portfolio management. Its client base spans individuals and families as well as institutional investors, and its fee arrangements include both percentage-of-AUM and performance-based compensation. The firm does not position itself as an active ESG investor.
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
David Phillips
PrincipalCRD 3229474
Lauren Templeton
OwnerCRD 3142189
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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