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FRANKLIN TEMPLETON INVESTMENTS CORP.
CRD 111364File 801-58185
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$12.77B
Top 10% of cohort (national)
Discretionary AUM
$12.77B
Non-discretionary $8.0M
Clients
138
101 accounts
Employees
193
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Dec 6, 2000
- Principal office
- 200 KING STREET WEST, SUITE 1400, TORONTO (ONTARIO), M5H 3T4
- Phone
- 416-957-6000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.77B
- Discretionary AUM
- $12.77B
- Non-discretionary AUM
- $8.0M
- Discretionary accounts
- 100
- Non-discretionary accounts
- 1
- Total accounts
- 101
- AUM per client
- $92.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | Fewer than 5 | $677.1M |
| Insurance companies | Fewer than 5 | $126.4M |
| Investment companies | 3 | $924.3M |
| Charitable organizations | 23 | $271.6M |
| Other investment advisers | Fewer than 5 | $8.0M |
| High net worth individuals | 47 | $11.5M |
| Pooled investment vehicles | 48 | $10.51B |
| Pension and profit sharing plans | 17 | $223.7M |
| State or municipal government entities | Fewer than 5 | $22.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Employees | 202 | 193 | decreased by9 |
| Jan 1, 2026 | Clients | 201 | 138 | decreased by63 |
| Jan 1, 2026 | AUM | $21,589,981,468 | $12,774,267,541 | decreased by$8,815,713,927 |
| Jan 1, 2026 | Accounts | 152 | 101 | decreased by51 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 286 | 202 | decreased by84 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 167 | 201 | increased by34 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $19,304,741,315 | $21,589,981,468 | increased by$2,285,240,153 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 136 | 152 | increased by16 |
| Jan 1, 2022 | Clients | 192 | 167 | decreased by25 |
| Jan 1, 2022 | AUM | $19,401,578,936 | $19,304,741,315 | decreased by$96,837,621 |
| Jan 1, 2022 | Accounts | 151 | 136 | decreased by15 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FRANKLIN TEMPLETON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FRANKLIN TEMPLETON” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.