Laffer Tengler Investments, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Nashville, TN. Its latest Form ADV filing, dated March 26, 2026, reports $800M in regulatory assets under management, 14 employees, 5 offices, and 767 accounts.
Assets Under Management
$800M
Employees
14
Offices
5 offices
Total Clients
276
Primary office
NASHVILLE, TN
1005 17TH AVE S, SUITE 900, NASHVILLE, TN, United States
Top client segmentIndividuals represent 52.5% of total clients.
Top client categories% of clientsClients
1
Individuals
52.5%
145
2
HNWI
35.5%
98
3
Corporations
7.6%
21
4
Charitable
2.2%
6
5
Government
1.8%
5
Categories with <5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$800Mas of March 26, 2026
Discretionary100.0%
$800M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$800M
Total Accounts767
10Y AUM Change+$421M (+111.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee20:1
10Y Employee Change+2 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.