{
  "crd_number": 111370,
  "slug": "templeton-investment-counsel-llc-ft-lauderdale-fl-111370",
  "primary_business_name": "TEMPLETON INVESTMENT COUNSEL, LLC",
  "legal_name": "TEMPLETON INVESTMENT COUNSEL, LLC",
  "dbas": [],
  "city": "Ft. Lauderdale",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1980-04-07",
  "years_registered": 46,
  "period": "2026-10-01",
  "filing_date": "2026-09-16",
  "carried_forward": false,
  "raum_total": 4611589623.0,
  "raum_discretionary": 4598467929.0,
  "raum_non_discretionary": 13121694.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 31,
  "advisory_employees": 17,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 138212254.0,
      "count": 485
    },
    "banking_thrift": {
      "raum": 4065997.0,
      "count": null,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 735519449.0,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 17081.0,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 2432607696.0,
      "count": 6
    },
    "pension_profit_sharing": {
      "raum": 243751989.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 9055697.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 5920962.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 1041374729.0,
      "count": 11
    },
    "corporations_other_businesses": {
      "raum": 1063769.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 3,
  "states_registered": [
    "CA",
    "FL",
    "TX"
  ],
  "websites": [
    "https://facebook.com/franklintempleton",
    "https://franklinindices.com",
    "https://franklinresources.com",
    "https://franklintempleton.com",
    "https://franklintempletonglobal.com",
    "https://franklintempletonme.com",
    "https://franklintempletonoffshore.com",
    "https://franklintempletontalkingmarkets.libsyn.com",
    "https://ftinstitutional.com",
    "https://ftinstitutionalapac.com",
    "https://ftinstitutionalemea.com",
    "https://instagram.com/franklintempleton",
    "https://linkedin.com/company/franklin-templeton",
    "https://tiktok.com/@franklintempleton",
    "https://x.com/fti_US",
    "https://x.com/fti_emerging",
    "https://youtube.com/user/franklinresourcestv"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111370",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "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?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "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?"
    }
  ],
  "city_as_filed": "FT. LAUDERDALE",
  "url": "https://advisorcensus.com/firm/templeton-investment-counsel-llc-ft-lauderdale-fl-111370",
  "display_name": "Templeton Investment Counsel, LLC",
  "summary": "Templeton Investment Counsel, LLC is an SEC-registered investment advisory firm in Ft. Lauderdale, FL, registered since 1980, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 16, 2026.",
  "citation": "AdvisorCensus. Templeton Investment Counsel, LLC (CRD 111370): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Templeton Investment Counsel, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Templeton Investment Counsel, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Templeton Investment Counsel, LLC located?",
      "a": "Templeton Investment Counsel, LLC's principal office is in Ft. Lauderdale, FL, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Templeton Investment Counsel, LLC registered with the SEC or a state?",
      "a": "Templeton Investment Counsel, LLC is an SEC-registered investment advisory firm, registered since 1980. Status as filed: Approved. CRD 111370."
    },
    {
      "q": "How much does Templeton Investment Counsel, LLC manage?",
      "a": "Templeton Investment Counsel, LLC reports $4,611,589,623 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (100% discretionary)."
    },
    {
      "q": "How have Templeton Investment Counsel, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Templeton Investment Counsel, LLC: Regulatory assets under management: $13,691,445,666 in the October 2021 data and $4,611,589,623 in the October 2026 data, down 66%. Total employees: 28 in October 2021 and 31 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Templeton Investment Counsel, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (485); pooled investment vehicles (other than investment companies and business development companies) (11); investment companies (6)."
    },
    {
      "q": "Which custodians does Templeton Investment Counsel, LLC use?",
      "a": "Templeton Investment Counsel, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists JPMorgan Chase & Co., Morgan Stanley Smith Barney LLC and The Bank of New York Mellon Corporation as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Templeton Investment Counsel, LLC report any disciplinary disclosures?",
      "a": "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/111370"
    },
    {
      "q": "What changed in Templeton Investment Counsel, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 13691445666.0,
      "total_employees": 28,
      "filing_date": "2021-07-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 12867812956.0,
      "total_employees": 32,
      "filing_date": "2022-09-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 8045902343.0,
      "total_employees": 33,
      "filing_date": "2023-07-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 6395068439.0,
      "total_employees": 33,
      "filing_date": "2024-04-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 6395630706.0,
      "total_employees": 34,
      "filing_date": "2024-12-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 4611589623.0,
      "total_employees": 31,
      "filing_date": "2026-09-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Employees performing advisory functions went from 21 to 17.",
        "Regulatory assets under management went from $6,395,630,706 to $4,611,589,623 (-28%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "JPMorgan Chase & Co.",
      "name_as_filed": "JPMORGAN CHASE & CO.",
      "affiliated": false
    },
    {
      "name": "Morgan Stanley Smith Barney LLC",
      "name_as_filed": "MORGAN STANLEY SMITH BARNEY LLC",
      "affiliated": false
    },
    {
      "name": "The Bank of New York Mellon Corporation",
      "name_as_filed": "THE BANK OF NEW YORK MELLON CORPORATION",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/templeton-investment-counsel-llc-ft-lauderdale-fl-111370.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 485,
      "fewer_than_5": false,
      "raum": 138212254.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 5920962.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": 4065997.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 6,
      "fewer_than_5": false,
      "raum": 2432607696.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 1041374729.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 243751989.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 735519449.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 5,
      "fewer_than_5": false,
      "raum": 9055697.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 17081.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 1063769.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111370",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}