# Templeton Global Advisors Limited

> Templeton Global Advisors Limited is an SEC-registered investment advisory firm in Nassau, Bahamas, The, registered since 1992, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 111383
- Filed as: TEMPLETON GLOBAL ADVISORS LIMITED
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Nassau, Bahamas, The
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111383
- AdvisorCensus page: https://advisorcensus.com/firm/templeton-global-advisors-limited-nassau-111383

## Quick answers

**How is Templeton Global Advisors Limited compensated?**
On its Form ADV (Item 5.E, October 2026), Templeton Global Advisors Limited reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Templeton Global Advisors Limited located?**
Templeton Global Advisors Limited's principal office is in Nassau, Bahamas, The, according to its Form ADV.

**Is Templeton Global Advisors Limited registered with the SEC or a state?**
Templeton Global Advisors Limited is an SEC-registered investment advisory firm, registered since 1992. Status as filed: Approved. CRD 111383.

**How much does Templeton Global Advisors Limited manage?**
Templeton Global Advisors Limited reports $25,849,302,830 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (100% discretionary).

**How have Templeton Global Advisors Limited's assets and staff changed since 2021?**
In the Form ADV data for Templeton Global Advisors Limited: Regulatory assets under management: $28,630,072,057 in the October 2021 data and $25,849,302,830 in the October 2026 data, down 10%. Total employees: 14 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Templeton Global Advisors Limited serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8); investment companies (4).

**Which custodians does Templeton Global Advisors Limited use?**
Templeton Global Advisors Limited's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists The Bank of New York Mellon Corporation as a custodian holding 10% or more of its separately managed account assets.

**Does Templeton Global Advisors Limited report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111383

**What changed in Templeton Global Advisors Limited's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- The Bank of New York Mellon Corporation

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $25,849,302,830
- Discretionary: $25,847,795,834
- Non-discretionary: $1,506,996

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $124,144,812 |
| Investment companies | 4 | $15,091,778,493 |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $10,631,872,529 |
| Other investment advisers | Fewer than 5 | $1,506,996 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 1992 (34 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111383

### Websites listed on Form ADV (Item 1.I)
- franklinindices.com
- franklinresources.com
- franklintempleton.com
- franklintempletonglobal.com
- franklintempletonme.com
- franklintempletonoffshore.com
- franklintempletonoffshore.com/en-os
- franklintempletontalkingmarkets.libsyn.com
- ftinstitutional.com
- ftinstitutionalapac.com
- ftinstitutionalemea.com
- Facebook @franklintempleton
- Instagram @franklintempleton
- LinkedIn @franklin-templeton
- TikTok @franklintempleton
- X @fti_emerging
- X @fti_global
- YouTube @franklinresourcestv

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $28,630,072,057 | 14 | February 16, 2021 |
| October 2022 | $29,104,962,134 | 14 | May 13, 2022 |
| October 2023 | $20,382,928,898 | 15 | June 22, 2023 |
| October 2024 | $22,300,934,479 | 11 | April 1, 2024 |
| October 2025 | $19,415,481,560 | 10 | February 6, 2025 |
| October 2026 | $25,849,302,830 | 8 | September 16, 2026 |

Regulatory assets under management: $28,630,072,057 in the October 2021 data and $25,849,302,830 in the October 2026 data, down 10%.
Total employees: 14 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $19,415,481,560 to $25,849,302,830 (+33%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Templeton Global Advisors Limited (CRD 111383): Form ADV filing data as of October 2026.