Templeton Investment Counsel, LLC

RIASEC Registered

Total AUM

$4.6B

Discretionary

$4.6B

100% of AUM

Avg account

$8.9M

Accounts

521

Employees

Advisory reps

Firm details

Headquarters: Fort Lauderdale, Florida
CRD number: 111370
Registered since: April 7, 1980
Custodians: THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC., MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM
Client types: Investment Companies52.75%
Pooled Investment Vehicles22.58%
State / Municipal Government15.95%
Pension & Profit Sharing Plans5.29%
Individuals3%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Templeton Investment Counsel, LLC is an institutional registered investment adviser organized as an LLC that has been SEC-registered since 1980. The firm provides fee-based portfolio management across individual and institutional client segments and runs advisory programs for investment companies and pooled investment vehicles in addition to managing portfolios for businesses and small enterprises. It lists CPO/CTA activity among its business functions and identifies itself as an active ESG investor, indicating that environmental, social, and governance factors are incorporated into investment decisions. Fee arrangements are based on a percentage of assets under management. The firm also maintains industry affiliations that include broker-dealer, banking/thrift, trust company and sponsor or managing member roles for pooled investment vehicles, suggesting integration across custody, brokerage and sponsored-product activity.