← Directory
TEMPLETON INVESTMENT COUNSEL, LLC
CRD 111370File 801-15125
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.61B
Top 25% of cohort (national)
Discretionary AUM
$4.60B
Non-discretionary $13.1M
Clients
507
521 accounts
Employees
31
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 7, 1980
- Principal office
- 300 SOUTHEAST 2ND STREET, FT. LAUDERDALE, FL, 33301
- Phone
- (954) 527-7500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.61B
- Discretionary AUM
- $4.60B
- Non-discretionary AUM
- $13.1M
- Discretionary accounts
- 515
- Non-discretionary accounts
- 6
- Total accounts
- 521
- AUM per client
- $9.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.1M |
| Insurance companies | Fewer than 5 | $17K |
| Investment companies | 6 | $2.43B |
| Other investment advisers | 5 | $9.1M |
| High net worth individuals | Fewer than 5 | $5.9M |
| Pooled investment vehicles | 11 | $1.04B |
| Banking or thrift institutions | Fewer than 5 | $4.1M |
| Pension and profit sharing plans | Fewer than 5 | $243.8M |
| State or municipal government entities | Fewer than 5 | $735.5M |
| Individuals (other than high net worth individuals) | 485 | $138.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Jan 1, 2026 | Employees | 34 | 31 | decreased by3 |
| Jan 1, 2026 | Custody | Yes | No | |
| Jan 1, 2026 | Clients | 530 | 507 | decreased by23 |
| Jan 1, 2026 | AUM | $6,395,630,706 | $4,611,589,623 | decreased by$1,784,041,083 |
| Jan 1, 2026 | Accounts | 540 | 521 | decreased by19 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 32 | 34 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 704 | 530 | decreased by174 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $12,867,812,956 | $6,395,630,706 | decreased by$6,472,182,250 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 74 | 540 | increased by466 |
| Apr 1, 2022 | Disclosures | No | Yes | |
| Jan 1, 2022 | Employees | 28 | 32 | increased by4 |
| Jan 1, 2022 | Clients | 138 | 704 | increased by566 |
| Jan 1, 2022 | AUM | $13,691,445,666 | $12,867,812,956 | decreased by$823,632,710 |
| Jan 1, 2022 | Accounts | 131 | 74 | decreased by57 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TEMPLETON INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TEMPLETON INVESTMENT” 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.