Templeton Investment Counsel, LLC

Overview

Templeton Investment Counsel, LLC is an SEC registered investment adviser based in Ft Lauderdale, FL, registered since 1980. It reports $4.6B in assets under management across 521 accounts, with 31 employees.

Reported AUM

$4.6B

Discretionary

100%

Accounts

521

Average account

$8.9M

Employees

31

Registered since

1980

Jurisdictions

3

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients

Client types

• Individuals
• Investment Companies
• Other Investment Advisors
• Pooled Investment Vehicles

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 5

• Bjorn Anthony Davis Chief Compliance Officer CRD 4104631
• Thomas Clifton Merchant Chief Legal Officer CRD 3126886
• Peter Anthony Nori Executive Vice President, Portfolio Mgr.-Research Analyst CRD 1562569

2 more executive officers, with direct contact details

Location

Headquarters

300 SE 2nd St
Ft Lauderdale, FL 33301

County

Broward

Metro area

Miami-Fort Lauderdale-Pompano Beach, FL

Region

South

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: ftinstitutional.com

Every state, with registration dates

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