LAFFER TENGLER INVESTMENTS, INC.
C31
CRD 108068·SEC 801-56953·NASHVILLE, TN
AUM
$800.1M
$500M-$1B
Est. Revenue
$8.0M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$19.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $342.2M
'21 · $154.4M
'22 · $295.8M
'23 · $387.5M
'25 · $622.0M
'26 · $800.1M
'20'26
$342.2M → $800.1M▲ +134%
Client mix
| Individuals Other | 145 |
| Individuals High Net Worth | 98 |
| Corporations | 21 |
| Charitable Organizations | 6 |
| State Or Municipal Govt | 5 |
Operations
Advisory staff (5-yr trend)
'20 · 7 advisors
'21 · 8 advisors
'22 · 8 advisors
'23 · 8 advisors
'25 · 12 advisors
'26 · 13 advisors
'20'26
7 advisors → 13 advisors▲ +86%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
6730 N SCOTTSDALE ROADSUITE 230SCOTTSDALE, AZ 85253
Business
1005 17TH AVE SSUITE 900NASHVILLE, TN 37212
Edgar Recent Filings
13F-HR2026-05-13 · 0001172661-26-001771
13F-HR2026-02-12 · 0001172661-26-000684