Franklin Templeton Private Portfolio Group, LLC

Registered investment adviser · New York, NY · CRD #142219

Form ADV data as of 2026-09-01

Regulatory assets

$139.88 billion

Total accounts

179,726

Employees

Disclosure events

Firm details

Telephone: 212-805-2000
SEC file number: 801-67411
Most recent Form ADV filing: 2026-08-28
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	$87.43 billion
Non-discretionary regulatory assets under management	$52.46 billion
Total regulatory assets under management	$139.88 billion
Discretionary accounts	179,668
Non-discretionary accounts	58
Total accounts	179,726
Regulatory assets under management attributable to non-U.S. persons	$509.6 million

People

Total employees (excluding clerical)	15
Employees performing investment advisory functions (including research)	2
Employees who are registered representatives of a broker-dealer	7
Employees registered as investment adviser representatives with a state	1
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	1

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under management

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Commodity pool operator or commodity trading advisorTrust companySponsor, general partner, or managing member of pooled investment vehicles

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 for which it serves as underwriter or general partner
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)	174,985	$75.71 billion
High net worth individuals	920	$3.09 billion
Banking or thrift institutions	25	$250.4 million
Pension and profit sharing plans (not the participants or government plans)	1,030	$696.1 million
Charitable organizations	606	$3.10 billion
State or municipal government entities (including government pension plans)	16	$336.0 million
Other investment advisers	124	$52.24 billion
Insurance companies	5	$3.3 million
Corporations or other businesses not listed above	2,027	$4.46 billion