Clients
Franklin Templeton Investments serves 138 clients, 47 of them high-net-worth individuals. The average client has about $93 million with the firm, and high-net-worth clients hold 0% of its $12.8 billion in assets.
- Investment companies3 clients7%
- Pooled investment vehicles48 clients82%
- Charitable organizations23 clients2%
- Sovereign wealth funds and foreign official institutions5%
- OtherHigh-net-worth individuals, Pension and profit-sharing plans, State or municipal government entities, Other investment advisers, Insurance companies, Other3%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 47 | $11,505,051 | 0.1% | $245K |
| Investment companies | 3 | $924,256,791 | 7.2% | $308.1M |
| Pooled investment vehicles | 48 | $10,509,271,380 | 82.3% | $218.9M |
| Pension and profit-sharing plans | 17 | $223,658,249 | 1.8% | $13.2M |
| Charitable organizations | 23 | $271,552,143 | 2.1% | $11.8M |
| State or municipal government entities | Not reported | $22,520,960 | 0.2% | — |
| Other investment advisers | Not reported | $7,995,170 | 0.1% | — |
| Insurance companies | Not reported | $126,371,253 | 1.0% | — |
| Sovereign wealth funds and foreign official institutions | Not reported | $677,123,342 | 5.3% | — |
| Other | Not reported | $13,202 | 0.0% | — |
| Total | 138 | $12,774,267,541 | 100% | $92.6M |
- Clients
- 47
- Regulatory AUM
- $11,505,051
- Share
- 0.1%
- Avg. per client
- $245K
- Clients
- 3
- Regulatory AUM
- $924,256,791
- Share
- 7.2%
- Avg. per client
- $308.1M
- Clients
- 48
- Regulatory AUM
- $10,509,271,380
- Share
- 82.3%
- Avg. per client
- $218.9M
- Clients
- 17
- Regulatory AUM
- $223,658,249
- Share
- 1.8%
- Avg. per client
- $13.2M
- Clients
- 23
- Regulatory AUM
- $271,552,143
- Share
- 2.1%
- Avg. per client
- $11.8M
- Clients
- Not reported
- Regulatory AUM
- $22,520,960
- Share
- 0.2%
- Avg. per client
- —
- Clients
- Not reported
- Regulatory AUM
- $7,995,170
- Share
- 0.1%
- Avg. per client
- —
- Clients
- Not reported
- Regulatory AUM
- $126,371,253
- Share
- 1.0%
- Avg. per client
- —
- Clients
- Not reported
- Regulatory AUM
- $677,123,342
- Share
- 5.3%
- Avg. per client
- —
- Clients
- Not reported
- Regulatory AUM
- $13,202
- Share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 138
- Regulatory AUM
- $12,774,267,541
- Share
- 100%
- Avg. per client
- $92.6M
What it does
Franklin Templeton Investments provides portfolio management for investment companies, portfolio management for institutions and other activities. It is paid through a percentage of assets and performance-based fees.
Franklin Templeton Investments advises no private funds.
99.9% of assets ($12.77B across 100 accounts) are managed with discretion; $8.00M across 1 account is not. $11.5M sits in a wrap fee program the firm both sponsors and manages. 95% of clients are outside the U.S., and 47 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks44%
- Funds47%
- Bonds9%
- Investment grade corporate bonds5%
- Sovereign bonds4%
Custodians
Franklin Templeton Investments’ client accounts are held mainly at State Street Bank and Trust, with 5% of managed assets, and Royal Bank of Canada, with 3%. Franklin Templeton Investments has custody of client assets.
- Royal Bank of CanadaRoyal Bank of Canada · Toronto · $376.5M3%
- State Street Bank and TrustState Street Bank and Trust Company · Boston, MA · $686.6M5%
- All other custodians$11.71B92%
Ownership and leadership
Templeton International, Inc. owns 75% or more of Franklin Templeton Investments.
- Owns 75% or more of Franklin Templeton Investments Corp.
Templeton International, Inc.
Control person · since April 2018
- Owns 75% or more of Templeton International, Inc.
Templeton Worldwide, Inc.
Control person · since April 2018
- Owns 75% or more of Templeton Worldwide, Inc.
Legg Mason, Inc.
Control person · since June 2021
- Owns 75% or more of Legg Mason, Inc.
Franklin Templeton, Inc.
Control person · since July 2020
Leadership
- Thomas OgormanSenior Vice-President/ Director Lam Americas Fixed Income
- Tina SadlerExec. Vice President/Portfolio Manager/Research Analyst
- David PatersonChief Financial Officer and Director
- Kathy Lisa JohnsonChief Compliance Officer
- Garey AitkenManaging Director, Head of Canadian Equities
- Andrew AshtonDirector and Chairman
- Bradley BeuttenmillerSenior Associate General Counsel
- Dennis TewHead of Sales, Director
Staff
- 193 employees
- 28 in advisory functions
Fees
Franklin Templeton Investments is paid through a percentage of assets under management and performance-based fees.
Franklin Templeton Investments’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Franklin Templeton Investments has 2 offices, with 1 listed address with no US state reported.
Other business names
Franklin Templeton Investments has reported 7 other business names to the SEC.
- Clearbridge Investments
- Franklin Fixed Income
- Franklin Templeton
- Franklin Templeton Canada
- Franklin Templeton Fixed Income
- Franklin Templeton Institutional
- Franklin Templeton Investment Solutions
Registration details
- Legal name
- Franklin Templeton Investments Corp.
- Headquarters
- 200 King Street West, Suite 1400, Toronto (ontario), Canada M5H 3T4
- Phone
- 416-957-6000
- SEC file
- 801-58185
- Structure
- corporation organized in Canada
- Fiscal year end
- September
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Franklin Templeton Investments have?
Franklin Templeton Investments has 138 clients and manages $12.8 billion for them, as of September 2026. They include 48 pooled investment vehicles, 47 high-net-worth individuals and 23 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 September 2026
What services does Franklin Templeton Investments offer?
Franklin Templeton Investments provides portfolio management for investment companies, portfolio management for institutions and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Franklin Templeton Investments use?
Franklin Templeton Investments’ separately managed account assets are held at State Street Bank and Trust Company (Boston, MA), with $686,602,290 and Royal Bank of Canada (Toronto), with $376,486,460. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 September 2026
How many financial advisors does Franklin Templeton Investments have?
Franklin Templeton Investments has 0 investment adviser representatives registered with state securities authorities, out of 193 employees, and 28 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Franklin Templeton Investments invest in?
At the end of its last fiscal year, Franklin Templeton Investments’ separately managed accounts held 47% pooled vehicles (private funds and similar), 44% exchange-traded equities, 5% investment grade corporate bonds and 4% sovereign bonds. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Franklin Templeton Investments?
Franklin Templeton Investments is owned through a chain of holding companies by Franklin Templeton, Inc. Its direct owner is Templeton International, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 September 2026
How does Franklin Templeton Investments get paid?
Franklin Templeton Investments is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file