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LAFFER TENGLER INVESTMENTS, INC.

NASHVILLE, TN · CRD 108068 · IAPD ↗ · 800-838-3468

$800.1MRegulatory AUM
13Advisory reps
14Employees
5Clients
0Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — LAFFER TENGLER INVESTMENTS, INC. notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — LAFFER TENGLER INVESTMENTS, INC. reported RAUM up 29% ($622.0M -> $800.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — LAFFER TENGLER INVESTMENTS, INC. crossed $500M in regulatory AUM ($462.6M -> $622.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2025 — LAFFER TENGLER INVESTMENTS, INC. grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2024 — LAFFER TENGLER INVESTMENTS, INC. notice-filed in MS, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — LAFFER TENGLER INVESTMENTS, INC. grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.