FRANKLIN ADVISORY SERVICES, LLC

Overview

Franklin Advisory Services, LLC is a privately organized limited liability company that has been SEC-registered since 1996 and focuses on institutional clients. The firm provides portfolio management for investment companies and pooled investment vehicles and operates in commodity trading / managed futures capacities (listed as a CPO/CTA). Compensation is based on a percentage of assets under management rather than performance-only or hourly billing. Franklin is not identified as an active ESG investor and is not registered as a multi-state adviser. The firm’s activity set and reported affiliations extend beyond pure advisory work: FINTRX lists connections to broker‑dealer, trust company, banking/thrift, other investment adviser roles, and sponsor/GP or managing‑member positions for pooled vehicles. That mix suggests Franklin combines asset management for pooled and institutional vehicles with operating roles in products that invest in commodity and energy markets.

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Location & Offices