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TEMPLETON INVESTMENT COUNSEL, LLC
CRD 111370File 801-15125
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 10, 2026
Feed vintage Aug 17, 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
- Website
- https://x.com/fti_emerging
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 |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| 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.