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Laffer Tengler Investments, Inc.

● SEC registered since 1999CRD 108068SEC# 801-56953Nashville, TN
Export (members)
Reg. AUM
$800.1M
Employees
14
Accounts
767
Location
Nashville, TN

Laffer Tengler Investments, Inc. assets under management

Laffer Tengler Investments, Inc. is an SEC-registered investment adviser based in Nashville, TN. The firm has been registered since 1999. It reports $800.1 million in regulatory assets under management and employs 14 people.

Laffer Tengler Investments, Inc. owners & executives

8 reported
NameTitleOwnershipSince
Arthur Betz Laffer ControlPortfolio Manager And PresidentUnder 5%2020
Butcherjoseph Financial Holdings, LLC ControlOwnerOver 75%2019
Debra Bellantoni LynchChief Compliance OfficerUnder 5%2022
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Frequently asked questions

How much does Laffer Tengler Investments, Inc. manage?

Laffer Tengler Investments, Inc. reports $800.1 million in regulatory assets under management on its Form ADV.

How many employees does Laffer Tengler Investments, Inc. have?

Laffer Tengler Investments, Inc. reports 14 employees.

Where is Laffer Tengler Investments, Inc. located?

Laffer Tengler Investments, Inc. is based in Nashville, TN and has been SEC-registered since 1999.

Does Laffer Tengler Investments, Inc. disclose fund performance?

Laffer Tengler Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1005 17th Ave S, Suite 900, Nashville, TN 37212
Phone800-838-3468
Office hours8a.m.-5p.m. Cst
SEC regionAtlanta Regional Office (ARO)
CIK1307878
Discloses disciplinary historyNo

Regulatory AUM

$800.1M▲ 29%
Mar '25 — $622MApr '25 — $622MMay '25 — $622MJun '25 — $622MJul '25 — $622MAug '25 — $622MSep '25 — $622MOct '25 — $622MNov '25 — $622MDec '25 — $622MJan '26 — $622MFeb '26 — $622MMar '26 — $800.1MApr '26 — $800.1MMay '26 — $800.1MJun '26 — $800.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers

Assets under management

$800.1Mregulatory AUM
Discretionary $800.1M