Templeton & Phillips Capital Management, Llc
- Regulatory AUM
- $314M
- Discretionary
- $243M
- Clients
- 47
- Avg AUM / client
- $6.7M
- Accounts
- 138
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 42 | $74.2M | 23.6% |
| Pooled investment vehicles (non-investment companies) | 2 | $57.1M | 18.2% |
| Charitable organizations | 3 | $183M | 58.2% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $30.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Templeton & Phillips Partners Fund, Llc | Hedge Fund | Delaware | $30.6M | 13 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Templeton, Lauren, Cortney | Managing Member | Nov 2001 (25y) | 75% or more | |
| Phillips, David, Scott | Managing Member Chief Compliance Officer | Mar 2017 (9y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $30.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Templeton & Phillips Partners Fund, Llc | Hedge Fund | $30.6M | $1.0M | 13 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/06/2026 | 1.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $120M (38% of AUM) Jul 2026
- State Street $101M (32% of AUM) Jul 2026
- National Financial Services (Fidelity) $65.1M (58% of AUM) Mar 2019
- Pershing $24.8M (15% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 06, 2026.
View current Form ADV (SEC/IAPD) ↗