TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
CRD #149101 SEC #801-70802 LOOKOUT MOUNTAIN, TN 423-826-0944
SEC Registered Private Funds
Total AUM
$278.1M
Discretionary
$229.5M
Employees
3
Clients
--
Accounts
109
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $278.1M | $229.5M | $48.6M | 3 | 0 |
| Mar 2025 | $278.1M | $229.5M | $48.6M | 3 | 0 |
| Apr 2024 | $202.4M | $161.7M | $40.8M | 2 | 0 |
| Mar 2024 | $202.4M | $161.7M | $40.8M | 2 | 0 |
| Apr 2023 | $177.7M | $141.1M | $36.7M | 3 | 0 |
| Mar 2023 | $177.7M | $141.1M | $36.7M | 3 | 0 |
| Oct 2022 | $170.4M | $144.4M | $26M | 2 | 0 |
| Mar 2022 | $170.4M | $144.4M | $26M | 2 | 0 |
| Mar 2021 | $165.6M | $134.8M | $30.8M | 2 | 4 |
| Jun 2020 | $134.8M | $122.5M | $12.2M | 2 | 0 |
| May 2020 | $134.8M | $122.5M | $12.2M | 2 | 0 |
| Mar 2020 | $134.8M | $122.5M | $12.2M | 2 | 0 |
| Mar 2019 | $112.3M | $100.5M | $11.8M | 2 | 0 |
| Mar 2018 | $142.9M | $130.4M | $12.6M | 2 | 0 |
| Mar 2017 | $116.4M | $103.5M | $12.8M | 2 | 26 |
| Apr 2016 | $95M | $94.5M | $483K | 2 | 11 |
| Mar 2016 | $95M | $94.5M | $483K | 2 | 11 |
| Mar 2015 | $166.9M | $166.9M | $0 | 3 | 11 |
| Oct 2014 | $157.8M | $157.8M | $0 | 3 | 11 |
| Mar 2014 | $157.8M | $157.8M | $0 | 3 | 11 |
| Mar 2013 | $148.6M | $148.6M | $0 | 3 | 11 |
| Jul 2012 | $145.7M | $145.7M | $0 | 1 | 11 |
| Mar 2012 | $145.7M | $145.7M | $0 | 1 | 11 |
| Mar 2011 | $128.4M | $128.4M | $0 | 5 | -- |
| Jan 2011 | $101.4M | $101.4M | $0 | 5 | -- |
| Nov 2010 | $101.4M | $101.4M | $0 | 5 | -- |
| Mar 2010 | $101.4M | $101.4M | $0 | 5 | -- |
DateMay 2025
Total AUM$278.1M
Discretionary$229.5M
Non-Disc.$48.6M
Employees3
Clients0
DateMar 2025
Total AUM$278.1M
Discretionary$229.5M
Non-Disc.$48.6M
Employees3
Clients0
DateApr 2024
Total AUM$202.4M
Discretionary$161.7M
Non-Disc.$40.8M
Employees2
Clients0
DateMar 2024
Total AUM$202.4M
Discretionary$161.7M
Non-Disc.$40.8M
Employees2
Clients0
DateApr 2023
Total AUM$177.7M
Discretionary$141.1M
Non-Disc.$36.7M
Employees3
Clients0
DateMar 2023
Total AUM$177.7M
Discretionary$141.1M
Non-Disc.$36.7M
Employees3
Clients0
DateOct 2022
Total AUM$170.4M
Discretionary$144.4M
Non-Disc.$26M
Employees2
Clients0
DateMar 2022
Total AUM$170.4M
Discretionary$144.4M
Non-Disc.$26M
Employees2
Clients0
DateMar 2021
Total AUM$165.6M
Discretionary$134.8M
Non-Disc.$30.8M
Employees2
Clients4
DateJun 2020
Total AUM$134.8M
Discretionary$122.5M
Non-Disc.$12.2M
Employees2
Clients0
DateMay 2020
Total AUM$134.8M
Discretionary$122.5M
Non-Disc.$12.2M
Employees2
Clients0
DateMar 2020
Total AUM$134.8M
Discretionary$122.5M
Non-Disc.$12.2M
Employees2
Clients0
DateMar 2019
Total AUM$112.3M
Discretionary$100.5M
Non-Disc.$11.8M
Employees2
Clients0
DateMar 2018
Total AUM$142.9M
Discretionary$130.4M
Non-Disc.$12.6M
Employees2
Clients0
DateMar 2017
Total AUM$116.4M
Discretionary$103.5M
Non-Disc.$12.8M
Employees2
Clients26
DateApr 2016
Total AUM$95M
Discretionary$94.5M
Non-Disc.$483K
Employees2
Clients11
DateMar 2016
Total AUM$95M
Discretionary$94.5M
Non-Disc.$483K
Employees2
Clients11
DateMar 2015
Total AUM$166.9M
Discretionary$166.9M
Non-Disc.$0
Employees3
Clients11
DateOct 2014
Total AUM$157.8M
Discretionary$157.8M
Non-Disc.$0
Employees3
Clients11
DateMar 2014
Total AUM$157.8M
Discretionary$157.8M
Non-Disc.$0
Employees3
Clients11
DateMar 2013
Total AUM$148.6M
Discretionary$148.6M
Non-Disc.$0
Employees3
Clients11
DateJul 2012
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees1
Clients11
DateMar 2012
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees1
Clients11
DateMar 2011
Total AUM$128.4M
Discretionary$128.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees5
Clients--