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 limited liability company that has been operating since 1980. The firm acts as an adviser to both individual/family clients and institutional investors, charging fees based on a percentage of assets under management. Its advisory services include portfolio management for individuals and small businesses, management of investment companies and pooled investment vehicles, and portfolio management for institutions. The firm is identified as an active ESG investor and also has business activities tied to commodity pool operator/commodity trading advisor functions. Industry affiliations include broker‑dealer relationships, banking or trust connections, and roles as sponsor or managing member of pooled vehicles.