# Laffer Tengler Investments, Inc.

> Laffer Tengler Investments, Inc. is an SEC-registered investment advisory firm in Nashville, TN, registered since 1999, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 108068
- Filed as: LAFFER TENGLER INVESTMENTS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Nashville, TN
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108068
- AdvisorCensus page: https://advisorcensus.com/firm/laffer-tengler-investments-inc-nashville-tn-108068

## Quick answers

**How is Laffer Tengler Investments, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Laffer Tengler Investments, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Laffer Tengler Investments, Inc. located?**
Laffer Tengler Investments, Inc.'s principal office is in Nashville, TN, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Laffer Tengler Investments, Inc. registered with the SEC or a state?**
Laffer Tengler Investments, Inc. is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 108068.

**How much does Laffer Tengler Investments, Inc. manage?**
Laffer Tengler Investments, Inc. reports $800,063,389 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Laffer Tengler Investments, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Laffer Tengler Investments, Inc.: Regulatory assets under management: $295,773,785 in the October 2021 data and $800,063,389 in the October 2026 data, up 170%. Total employees: 20 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Laffer Tengler Investments, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (145); high net worth individuals (98); corporations or other businesses not listed above (21).

**Which custodians does Laffer Tengler Investments, Inc. use?**
Laffer Tengler Investments, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing Advisor Solutions LLC as custodians holding 10% or more of its separately managed account assets.

**Does Laffer Tengler Investments, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108068

**What changed in Laffer Tengler Investments, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 12 to 13. Regulatory assets under management went from $622,024,616 to $800,063,389 (+29%). Registered or notice-filed in WA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Pershing Advisor Solutions LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $800,063,389
- Discretionary: $800,063,389
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 145 | $55,850,482 |
| High net worth individuals | 98 | $523,814,805 |
| Investment companies | 1 | $24,194,697 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,414,417 |
| Charitable organizations | 6 | $11,122,180 |
| State or municipal government entities (including government pension plans) | 5 | $24,083,020 |
| Insurance companies | Fewer than 5 | $71,577,050 |
| Corporations or other businesses not listed above | 21 | $86,006,738 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 1999 (26 years)
- Employees: 14 total, 13 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AZ, CA, FL, GA, HI, IA, ID, LA, MI, MO, MS, NC, NE, NV, NY, OH, PA, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Scottsdale, AZ

### Websites listed on Form ADV (Item 1.I)
- laffertengler.com
- Facebook @laffertenglerinvestments
- Instagram @laffertenglerinvestments
- LinkedIn @laffertengler
- X @laftenginvest

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $295,773,785 | 20 | September 16, 2021 |
| October 2022 | $387,486,380 | 15 | September 8, 2022 |
| October 2023 | $388,171,783 | 11 | March 30, 2023 |
| October 2024 | $462,553,183 | 13 | May 7, 2024 |
| October 2025 | $622,024,616 | 15 | March 11, 2025 |
| October 2026 | $800,063,389 | 14 | March 26, 2026 |

Regulatory assets under management: $295,773,785 in the October 2021 data and $800,063,389 in the October 2026 data, up 170%.
Total employees: 20 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 12 to 13.
- Regulatory assets under management went from $622,024,616 to $800,063,389 (+29%).
- Registered or notice-filed in WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Laffer Tengler Investments, Inc. (CRD 108068): Form ADV filing data as of October 2026.