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TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC

LOOKOUT MOUNTAIN, TN · CRD 149101 · IAPD ↗ · 423-826-0944

$314.2MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
2Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2025 — TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC reported RAUM up 37% ($202.4M -> $278.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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