Data / Investment advisers / Florida / Templeton Investment Counsel, LLC
Templeton Investment Counsel, LLC, Ft. Lauderdale, FL: $4.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Templeton Investment Counsel, LLC is an SEC registered investment adviser with its main office in Ft. Lauderdale, Florida and reports $4.6 billion in regulatory assets under management in its Form ADV filed September 16, 2026. Its clients include investment companies, pooled investment vehicles and state and municipal governments. It is paid through a percentage of assets under management. It advises 1 private fund.
The request: Watch Templeton Investment Counsel, LLC (CRD number 111370): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 111370
- SEC file number
- 801-15125
- SEC status
- Approved, effective April 7, 1980
- Main office
- 300 Southeast 2nd Street, Ft. Lauderdale, FL 33301
- Phone
- (954) 527-7500
- Website
- ftinstitutional.com
- Regulatory AUM
- $4,611,589,623 in the Form ADV filed September 16, 2026
- Discretionary AUM
- $4,598,467,929
- Non discretionary AUM
- $13,121,694
- Accounts
- 521
- Employees
- 31, of which 17 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $110,387,000
- Other offices
- 1
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- September 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 6 | $2.43 billion |
| Pooled investment vehicles | 11 | $1.04 billion |
| State or municipal government entities | Fewer than 5 | $735.5 million |
| Pension and profit sharing plans | Fewer than 5 | $243.8 million |
| Individuals (other than high net worth individuals) | 485 | $138.2 million |
| Other investment advisers | 5 | $9.1 million |
| High net worth individuals | Fewer than 5 | $5.9 million |
| Banking or thrift institutions | Fewer than 5 | $4.1 million |
| Corporations or other businesses | Fewer than 5 | $1.1 million |
| Insurance companies | Fewer than 5 | $17,081 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| January 2, 2026 | $4.61 billion | December 23, 2025 |
| December 1, 2025 | $6.40 billion | December 24, 2024 |
Other advisers in Florida
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Slavic Mutual Funds Management Corp. | Boca Raton | $4.97 billion | Not listed | adviserinfo.sec.gov |
| GWN Securities Inc. | Palm Beach Gardens | $4.75 billion | Not listed | adviserinfo.sec.gov |
| Kinetic Partners Management, LP | Miami | $4.73 billion | 6 | adviserinfo.sec.gov |
| Acasta Partners US LLC | Boca Raton | $4.72 billion | 1 | adviserinfo.sec.gov |
| Bowen, Hanes & Co Inc | Ponte Vedra Beach | $4.62 billion | Not listed | adviserinfo.sec.gov |
| Dwight Investment Management LLC | Sunny Isles Beach | $4.56 billion | 1 | adviserinfo.sec.gov |
| Cwa Asset Management Group | Naples | $4.51 billion | 3 | adviserinfo.sec.gov |
| Valley Forge Capital Management | Miami | $4.45 billion | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Templeton Investment Counsel, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.