FT. LAUDERDALE, FLCRD 111370Latest ADV April 13, 2026
Templeton Investment Counsel, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ft. Lauderdale, FL.
Assets Under Management
$4.6B
Employees
31
Offices
1 office
Total Clients
507
Primary office
FT. LAUDERDALE, FL
300 SOUTHEAST 2ND STREET, FT. LAUDERDALE, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 95.7% of total clients.
Top client categories% of clientsClients
1
Individuals
95.7%
485
2
Pooled Investment Vehicles
2.2%
11
3
Investment Cos.
1.2%
6
4
Other Advisers
1.0%
5
Categories with <5 clients
Banking or thrift institutions<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.6Bas of April 13, 2026
Discretionary99.7%
$4.6B
100% of total RAUM99.7%
Non-discretionary0.3%
$13M
0% of total RAUM0.3%
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.
Latest AUM$4.6B
Total Accounts521
10Y AUM Change$-32.7B (-87.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee16:1
10Y Employee Change-1 (-3.1%)
* 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.