Templeton Investment Counsel, LLC
Registered investment adviser · Fort Lauderdale, FL · CRD #111370
Form ADV data as of 2026-09-01Regulatory assets
$4.61 billion
Total accounts
521
Employees
31
Disclosure events
3
Firm details
- Website: https://x.com/fti_us
- Telephone: (954) 527-7500
- SEC file number: 801-15125
- Most recent Form ADV filing: 2026-06-10
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm reports 3 disclosure questions answered Yes, covering 3 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.
- SEC or CFTC found a violation of its regulations or statutes
- SEC or CFTC entered an order in connection with investment-related activity
- SEC or CFTC imposed a civil money penalty or a cease-and-desist order
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $4.60 billion |
| Non-discretionary regulatory assets under management | $13.1 million |
| Total regulatory assets under management | $4.61 billion |
| Discretionary accounts | 515 |
| Non-discretionary accounts | 6 |
| Total accounts | 521 |
| Regulatory assets under management attributable to non-U.S. persons | $667.0 million |
People
| Total employees (excluding clerical) | 31 |
| Employees performing investment advisory functions (including research) | 17 |
| Employees who are registered representatives of a broker-dealer | 1 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| Client funds and securities held in the firm's custody | $0 |
| Clients for whom the firm has custody | 0 |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| Client funds and securities held in a related person's custody | $0 |
| Clients for whom a related person has custody | 0 |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 2 |
How the firm is compensated
Advisory services offered
Other business activities
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends securities in which it has another proprietary interest
- Recommends securities for which it serves as underwriter or general partner
- Receives soft dollar benefits
- Compensates a non-employee for client referrals
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 485 | $138.2 million |
| High net worth individuals | Not reported | $5.9 million |
| Banking or thrift institutions | Not reported | $4.1 million |
| Investment companies | 6 | $2.43 billion |
| Pooled investment vehicles (other than investment companies and BDCs) | 11 | $1.04 billion |
| Pension and profit sharing plans (not the participants or government plans) | Not reported | $243.8 million |
| State or municipal government entities (including government pension plans) | Not reported | $735.5 million |
| Other investment advisers | 5 | $9.1 million |
| Insurance companies | Not reported | $17,081 |
| Corporations or other businesses not listed above | Not reported | $1.1 million |