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TEMPLETON GLOBAL ADVISORS LIMITED

CRD 111383File 801-42343
APPROVED
Custody
Disclosure events
Filing as of Sep 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$25.85B
Top 10% of cohort (national)
Discretionary AUM
$25.85B
Non-discretionary $1.5M
Clients
12
15 accounts
Employees
8

Identity & registration

ADV Item 1
Organization form
Other (specify)
Firm type
Registered
SEC region
HQ
Registration date
Sep 22, 1992
Principal office
TEMPLETON BUILDING, LYFORD CAY, NASSAU
Phone
800-239-3894

Assets & accounts

ADV Item 5F
Total regulatory AUM
$25.85B
Discretionary AUM
$25.85B
Non-discretionary AUM
$1.5M
Discretionary accounts
14
Non-discretionary accounts
1
Total accounts
15
AUM per client
$2.15B

Clients by type

ADV Item 5D
Client typeClientsAUM
Investment companies4$15.09B
Other investment advisersFewer than 5$1.5M
High net worth individualsFewer than 5$124.1M
Pooled investment vehicles8$10.63B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Other 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

DateFieldFromToChange
Aug 17, 2026CustodyNoYes
Jan 1, 2026Employees108decreased by2
Jan 1, 2026AUM$19,415,481,560$25,849,302,830increased by$6,433,821,270
Jan 1, 2026Accounts1415increased by1
May 1, 2025
vs Oct 1, 2022
Employees1410decreased by4
May 1, 2025
vs Oct 1, 2022
Clients1512decreased by3
May 1, 2025
vs Oct 1, 2022
AUM$29,104,962,134$19,415,481,560decreased by$9,689,480,574
May 1, 2025
vs Oct 1, 2022
Accounts2014decreased by6
Apr 1, 2022DisclosuresNoYes
Jan 1, 2022Clients1715decreased by2
Jan 1, 2022AUM$28,630,072,057$29,104,962,134increased by$474,890,077
Jan 1, 2022Accounts2320decreased by3
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “TEMPLETON GLOBAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TEMPLETON GLOBAL” 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.