|
⚲
|
| Keyboard |
| Laffer Tengler Investments Inc
✚
|
|
|---|---|
| CRD # | 108068 |
| SEC # | 801-56953 |
| CIK # | 0001307878 |
| AUM | 800.1 M (2026-03-26) |
| Employees | 14 (93% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-838-3468 |
| Address | 1005 17th Ave S Nashville, TN 37212 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| In the News | |
|---|---|
| Mon, 10 Aug 2026 | There’s ‘a lot of hope’ for a productivity boom: Laffer Tengler Investments CEO — Fox Business |
| Fri, 22 May 2026 | Market ‘will test’ the next Fed chair: Laffer Tengler Investments CEO — Fox Business |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Goldman Sachs Group Inc | 0.0 | ||
| Lam Research Corp | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| American Express Co | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Apple Inc | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 145 | 55.9 |
| (b) Individuals (high net worth individuals) | 98 | 523.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 24.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.4 |
| (h) Charitable organizations | 6 | 11.1 |
| (i) State or municipal government entities | 5 | 24.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 71.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 86.0 |
| (n) Other | 0 | 0.0 |
| Total | 767 | 800.1 |
| By Discretionary | ||
| Discretionary | 767 | 800.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 767 | 800.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 800.1 | |
| Total | 767 | 800.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001307878] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 5 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
EagleClaw Capital Management LLC
✚
|
MA | 803.3 M |
|
Moss LUSE & Womble LLC
✚
|
TX | 803.2 M |
|
Clear Trail Advisors LLC
✚
|
TX | 803.1 M |
|
The L Warner Companies Inc
✚
|
MD | 802.4 M |
|
Creekmur Asset Management LLC
✚
|
IL | 800.0 M |
|
Financial Focus LLC
✚
|
CA | 800.0 M |
|
Veracity Capital LLC
✚
|
GA | 799.8 M |
|
Relevant Wealth Advisors LLC
✚
|
CA | 799.0 M |
|
Proffitt & Goodson Inc
✚
|
TN | 797.7 M |
|
Folger Nolan Fleming Douglas Incorporated
✚
|
DC | 797.4 M |