Laffer Tengler Investments Inc

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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
Phone800-838-3468
Address1005 17th Ave S
Nashville, TN 37212
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram]
Total AUM ($M)
90072054036018001999200820172027
In the News
Mon, 10 Aug 2026 There’s ‘a lot of hope’ for a productivity boom: Laffer Tengler Investments CEO — Fox Business
Fri, 22 May 2026 Market ‘will test’ the next Fed chair: Laffer Tengler Investments CEO — Fox Business
CIK Period
0001307878
Sector Form 13F Holdings Value ($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
United Technologies Corp /DE/ 0.0
Quanta Services Inc 0.0
Home Depot Inc 0.0
Johnson & Johnson 0.0
Harris Corp /DE/ 0.0
Amazon Com Inc 0.0
Chevron Corp 0.0
TJX Companies Inc /DE/ 0.0
Oracle Corp 0.0
Cisco Systems Inc 0.0
Steel Dynamics Inc 0.0
Nvidia Corp 0.0
Emerson Electric Co 0.0
Starbucks Corp 0.0
McDonalds Corp 0.0
Carrier Global Corp 0.0
Palo Alto Networks Inc 0.0
Spotify Technology Sa 0.0
Williams Companies Inc 0.0
Brookfield Asset Management Ltd 0.0
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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
Clients5
ServesInstitutional, Retail
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