# Templeton Investment Counsel, LLC

> 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.

- CRD: 111370
- Filed as: TEMPLETON INVESTMENT COUNSEL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ft. Lauderdale, FL
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111370
- AdvisorCensus page: https://advisorcensus.com/firm/templeton-investment-counsel-llc-ft-lauderdale-fl-111370

## Quick answers

**How is Templeton Investment Counsel, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Templeton Investment Counsel, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Templeton Investment Counsel, LLC located?**
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).

**Is Templeton Investment Counsel, LLC registered with the SEC or a state?**
Templeton Investment Counsel, LLC is an SEC-registered investment advisory firm, registered since 1980. Status as filed: Approved. CRD 111370.

**How much does Templeton Investment Counsel, LLC manage?**
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).

**How have Templeton Investment Counsel, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Templeton Investment Counsel, LLC serve?**
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).

**Which custodians does Templeton Investment Counsel, LLC use?**
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.

**Does Templeton Investment Counsel, LLC 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/111370

**What changed in Templeton Investment Counsel, LLC'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))
- JPMorgan Chase & Co.
- Morgan Stanley Smith Barney LLC
- 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: $4,611,589,623
- Discretionary: $4,598,467,929
- Non-discretionary: $13,121,694

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 485 | $138,212,254 |
| High net worth individuals | Fewer than 5 | $5,920,962 |
| Banking or thrift institutions | Fewer than 5 | $4,065,997 |
| Investment companies | 6 | $2,432,607,696 |
| Pooled investment vehicles (other than investment companies and business development companies) | 11 | $1,041,374,729 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $243,751,989 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $735,519,449 |
| Other investment advisers | 5 | $9,055,697 |
| Insurance companies | Fewer than 5 | $17,081 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,063,769 |

### 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

### Firm details
- Registered since: 1980 (46 years)
- Employees: 31 total, 17 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, TX
- 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/111370

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Florida, FL

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $13,691,445,666 | 28 | July 22, 2021 |
| October 2022 | $12,867,812,956 | 32 | September 1, 2022 |
| October 2023 | $8,045,902,343 | 33 | July 21, 2023 |
| October 2024 | $6,395,068,439 | 33 | April 1, 2024 |
| October 2025 | $6,395,630,706 | 34 | December 24, 2024 |
| October 2026 | $4,611,589,623 | 31 | September 16, 2026 |

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.

## Changes in the filing (last 12 months)

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

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

### January 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Templeton Investment Counsel, LLC (CRD 111370): Form ADV filing data as of October 2026.