Firm profile

FRANKLIN TEMPLETON INVESTMENTS CORP.

TORONTO (ONTARIO)CRD 111364Latest ADV December 22, 2025

Franklin Templeton Investments Corp. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated December 22, 2025, reports $12.8B in regulatory assets under management, 193 employees, 2 offices, and 101 accounts.

Assets Under Management
$12.8B
Employees
193
Offices
2 offices
Total Clients
138
Primary office
TORONTO (ONTARIO)
200 KING STREET WEST, SUITE 1400, TORONTO (ONTARIO), Canada
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOKathy Lisa Johnson
CFODavid Paterson

Advisory services offered

3 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 34.8% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
34.8%
48
2
HNWI
34.1%
47
3
Charitable
16.7%
23
4
Pension Plans
12.3%
17
5
Investment Cos.
2.2%
3
Categories with <5 clients
Insurance companies<5 clients
Other investment advisers<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$12.8Bas of December 22, 2025
Discretionary99.9%
$12.8B
100% of total RAUM99.9%
Non-discretionary0.1%
$8M
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$12.8B
Total Accounts101
10Y AUM Change$-16.7B (-56.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees193
Clients per Employee1:1
10Y Employee Change-197 (-50.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.