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TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
CRD 149101File 801-70802
APPROVED
Retail clients
Custody
Filing as of Jul 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$314.2M
Below cohort median (national)
Discretionary AUM
$242.5M
Non-discretionary $71.6M
Clients
47
138 accounts
Employees
3
Below cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Nov 25, 2009
- Principal office
- 810 SCENIC HIGHWAY, LOOKOUT MOUNTAIN, TN, 37350
- Phone
- 423-826-0944
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $314.2M
- Discretionary AUM
- $242.5M
- Non-discretionary AUM
- $71.6M
- Discretionary accounts
- 129
- Non-discretionary accounts
- 9
- Total accounts
- 138
- AUM per client
- $6.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 3 | $182.8M |
| High net worth individuals | 42 | $74.2M |
| Pooled investment vehicles | 2 | $57.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.