Se connecter Inscription gratuite

Lauren Templeton Capital Management, LLC (Chattanooga)


Lauren Templeton Capital Management, LLC is a large advisory firm based in Chattanooga. It manages $157.84 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Tennessee.

Lauren Templeton Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lauren Templeton Capital Management: assets under management

The assets under management (AUM) of Lauren Templeton Capital Management, LLC is $157.84 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $157.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.77 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lauren Templeton Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chattanooga

The principal office where Lauren Templeton Capital Management, LLC performs its advisory services is located at 633 Chestnut Street, Chattanooga, TN 37450, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 423-826-0944 or by fax 423-826-0949. The normal business hours are 9 am to 5 pm on Monday - Friday.


Registered investment advisers similar to Lauren Templeton Capital Management, LLC