Templeton Investment Counsel provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions. The firm advises 1 private fund.
Templeton Investment Counsel reports 507 clients. They include 485 individuals, 11 pooled investment vehicles and 6 investment companies. Of its assets, 99.7% ($4.6B across 515 accounts) are managed with discretion; $13.1M across 6 accounts are not. A wrap fee program the firm both sponsors and manages holds $149M. Of its clients, 2% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 96% | 3% |
| High-net-worth individuals | Fewer than 5 | <1% |
| Banking or thrift institutions | Fewer than 5 | <1% |
| Investment companies | 1% | 53% |
| Pooled investment vehicles | 2% | 23% |
| Other client typesPension and profit-sharing plans; State or municipal government entities; Other investment advisers; Insurance companies; Corporations and other businesses | <1% | 21% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 485 | $138M | 3.0% | $285K |
| High-net-worth individuals | Fewer than 5 | $5.92M | 0.1% | — |
| Banking or thrift institutions | Fewer than 5 | $4.07M | 0.1% | — |
| Investment companies | 6 | $2.43B | 52.7% | $405M |
| Pooled investment vehicles | 11 | $1.04B | 22.6% | $94.7M |
| Pension and profit-sharing plans | Fewer than 5 | $244M | 5.3% | — |
| State or municipal government entities | Fewer than 5 | $736M | 15.9% | — |
| Other investment advisers | 5 | $9.06M | 0.2% | $1.81M |
| Insurance companies | Fewer than 5 | $17.1K | 0.0% | — |
| Corporations and other businesses | Fewer than 5 | $1.06M | 0.0% | — |
| Total | 507 | $4.61B | 100% | — |
- Clients
- 485
- Regulatory AUM
- $138M
- AUM share
- 3.0%
- Avg. per client
- $285K
- Clients
- Fewer than 5
- Regulatory AUM
- $5.92M
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $4.07M
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- 6
- Regulatory AUM
- $2.43B
- AUM share
- 52.7%
- Avg. per client
- $405M
- Clients
- 11
- Regulatory AUM
- $1.04B
- AUM share
- 22.6%
- Avg. per client
- $94.7M
- Clients
- Fewer than 5
- Regulatory AUM
- $244M
- AUM share
- 5.3%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $736M
- AUM share
- 15.9%
- Avg. per client
- —
- Clients
- 5
- Regulatory AUM
- $9.06M
- AUM share
- 0.2%
- Avg. per client
- $1.81M
- Clients
- Fewer than 5
- Regulatory AUM
- $17.1K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.06M
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 507
- Regulatory AUM
- $4.61B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
Templeton Investment Counsel is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Templeton Worldwide, Inc. owns 75% or more of Templeton Investment Counsel and is in turn owned by Legg Mason, Inc. (75% or more). The leadership team of Templeton Investment Counsel includes President Thomas Meyers and Chief Compliance Officer Bjorn Davis. It has 31 employees, 17 of them in advisory roles.
Staff
- 31 employees
- 17 in advisory functions
- 1 broker-dealer rep
- Owns 75% or more of Templeton Investment Counsel, LLC
Templeton Worldwide, Inc.
Control person · since January 2001
- 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
Templeton Investment Counsel’s regulatory assets fell from $13.7B (July 2021) to $4.61B (September 2026); clients rose from 138 to 507 and employees from 28 to 31.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $4.61B | 507 | 31 | 2 |
| Dec 2024December 2024 | $6.4B | 530 | 34 | 2 |
| Apr 2024April 2024 | $6.4B | 569 | 33 | 2 |
| Jul 2023July 2023 | $8.05B | 643 | 33 | 3 |
| May 2022May 2022 | $12.9B | 704 | 32 | 3 |
| Jul 2021July 2021 | $13.7B | 138 | 28 | 3 |
Besides its headquarters, Templeton Investment Counsel has 1 office, with 2 listed addresses in 1 state.
Florida · 2 listed addresses
- 300 Southeast 2nd Street, FT. LauderdaleHQ
- 2 Alhambra Plaza, Penthouse 1, Florida
Contact and registration details
- Legal name
- Templeton Investment Counsel, LLC
- Headquarters
- 300 Southeast 2nd Street, FT. Lauderdale, FL 33301
- Website
- Not reported
- Phone
- 954-527-7500
- SEC file
- 801-15125
- Structure
- Delaware LLC
- Fiscal year end
- September
Templeton Investment Counsel’s named custodians for separately managed accounts are The Bank of New York Mellon ($686M, 63%), J.P. Morgan ($272M, 25%) and Morgan Stanley ($134M, 12%). Templeton Investment Counsel does not have custody of client assets.
- The Bank of New York MellonThe Bank of New York Mellon Corporation · New York, NY · $686M63%
- J.P. MorganJPMorgan Chase & Co. · New York, NY · $272M25%
- Morgan StanleyMorgan Stanley Smith Barney LLC · New York, NY · $134M12%
At year end, Templeton Investment Counsel’s separately managed accounts were mostly in stocks (96%).
What the accounts hold
- Stocks96%
- Exchange-traded equities95%
- Non-exchange-traded equities1%
- Funds1%
- Cash3%
How many clients does Templeton Investment Counsel have?
Templeton Investment Counsel has 507 clients and manages $4.61 billion for them, as of September 2026. They include 485 individuals, 11 pooled investment vehicles and 6 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 September 2026
What services does Templeton Investment Counsel offer?
Templeton Investment Counsel provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Templeton Investment Counsel use?
Templeton Investment Counsel’s separately managed account assets are held at The Bank of New York Mellon Corporation (New York, NY), with $686M, JPMorgan Chase & Co. (New York, NY), with $272M and Morgan Stanley Smith Barney LLC (New York, NY), with $134M. 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 Templeton Investment Counsel have?
Templeton Investment Counsel has 0 investment adviser representatives registered with state securities authorities, out of 31 employees, and 17 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 0 employees are 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 Templeton Investment Counsel invest in?
At the end of its last fiscal year, Templeton Investment Counsel’s separately managed accounts held 95% exchange-traded equities, 3% cash and equivalents, 1% non-exchange-traded equities and 1% registered funds (mutual funds, ETFs, BDCs). It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Templeton Investment Counsel?
Templeton Investment Counsel is owned through a chain of holding companies by Franklin Templeton, Inc. Its direct owner is Templeton Worldwide, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 September 2026
How does Templeton Investment Counsel get paid?
Templeton Investment Counsel is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Templeton Investment Counsel?
Templeton Investment Counsel’s main office is at 300 Southeast 2nd Street, FT. Lauderdale, FL 33301. Its phone number is 954-527-7500.