TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC

810 Scenic Highway
Lookout Mountain, Tennessee 37350
Tel: 423-826-0944

About TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC

TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC, formally registered with the SEC as TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC. The firm was established in 11/25/2009. They have over 1 offices throughout the country.

TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC is a Lookout Mountain, Tennessee based Financial Planning firm with nearly $202,423,580 assets under management, offering retirement planning & investment advisory services to 79 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149101
SEC#	801-70802
Assets Managed by Firm	$202,423,580
No. of Clients	79
No. of Advisors	2

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	79	$202,423,580
High net worth individuals	27	$66,143,485
Charitable organizations	3	$101,148,159
Corporations or other businesses	Fewer than 5 clients	$4,544,952

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