Templeton Investment Counsel, LLC

RIASEC RegisteredEst. 1980

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 SEC‑registered investment adviser organized as an LLC and active since 1980. The firm manages portfolios for individuals and families as well as institutional clients, billing primarily as a percentage of assets under management. Its advisory work spans separate accounts, pooled vehicles and investment companies, and the firm has regulatory activity as a commodity pool operator/commodity trading advisor. Templeton identifies as an active ESG investor and is structured with domestic ownership; it does not position itself as a multi‑state or newly formed adviser.