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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 type | Clients | AUM |
|---|---|---|
| Investment companies | 4 | $15.09B |
| Other investment advisers | Fewer than 5 | $1.5M |
| High net worth individuals | Fewer than 5 | $124.1M |
| Pooled investment vehicles | 8 | $10.63B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Jan 1, 2026 | Employees | 10 | 8 | decreased by2 |
| Jan 1, 2026 | AUM | $19,415,481,560 | $25,849,302,830 | increased by$6,433,821,270 |
| Jan 1, 2026 | Accounts | 14 | 15 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 10 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 15 | 12 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $29,104,962,134 | $19,415,481,560 | decreased by$9,689,480,574 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 20 | 14 | decreased by6 |
| Apr 1, 2022 | Disclosures | No | Yes | |
| Jan 1, 2022 | Clients | 17 | 15 | decreased by2 |
| Jan 1, 2022 | AUM | $28,630,072,057 | $29,104,962,134 | increased by$474,890,077 |
| Jan 1, 2022 | Accounts | 23 | 20 | decreased by3 |
| 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 “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.

