$800.1M Total AUM
$800.1M Disc. AUM
28.1% 3Y CAGR
14 Employees
281 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-10-1999
- Office Locations
- 5
Office Locations
1005 17th AVE S Suite 900 Nashville TN
6730 N. Scottsdale Road Suite 230 Scottsdale AZ
-- Chattanooga TN
About Laffer Tengler Investments, Inc.
Laffer Tengler Investments is an active manager providing wealth management for high-net-worth individuals and families and investment strategy solutions for financial advisors, consultants, and institutions. The firm emphasizes disciplined active investing and sponsors the Laffer Tengler Equity Income ETF (TGLR). Select strategies have earned PSN Top Guns third-party ratings.
Team overview
69 AVG AGE
$61.5M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
4.5 yrs AVG TENURE
14 Employees
13 Advisory Reps
10 RIA Reps
26yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
S
Sheila Asher
Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
A
ARTHUR BETZ LAFFER
PORTFOLIO MANAGER, President
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 4 owners & executives
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B
BYRON DUANE ANDERSON II
Trader
- CRD
- #4343486
Available
Available
Available
A
Austin Mitchell Filiere
Portfolio Manager
- CRD
- #8238103
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $800,063,389 | $1,043,107 |
| Non-Discretionary | $0 | -- |
| Total | $800,063,389 | $1,043,107 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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