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FRANKLIN TEMPLETON INVESTMENTS CORP.
CRD 111364File 801-58185
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Dec 22, 2025
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.