Franklin Advisory Services, LLC
● SEC registered since 1996CRD 111361SEC# 801-51967San Mateo, FL
Reg. AUM
$14.07B
Employees
2
Accounts
66
Location
San Mateo, FL
Franklin Advisory Services, LLC assets under management
Franklin Advisory Services, LLC is an investment advisory firm registered with the SEC based in San Mateo, FL. The firm has been registered since 1996. It reports $14.1 billion in regulatory assets under management and employs 2 people.
Franklin Advisory Services, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Asher Qureshi | Chief Operating Officer - Franklin Crypto | Under 5% | 2026 |
| Bjorn Anthony Davis | Chief Compliance Officer | Under 5% | 2026 |
| Christopher Robert Perkins Control | Head Of Franklin Crypto | Under 5% | 2026 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Franklin Advisory Services, LLC manage?
Franklin Advisory Services, LLC reports $14.1 billion in regulatory assets under management on its Form ADV.
How many employees does Franklin Advisory Services, LLC have?
Franklin Advisory Services, LLC reports 2 employees.
Where is Franklin Advisory Services, LLC located?
Franklin Advisory Services, LLC is based in San Mateo, FL and has been SEC-registered since 1996.
Does Franklin Advisory Services, LLC disclose fund performance?
Franklin Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Franklin Parkway, San Mateo, FL 94403-1906 |
| Phone | (650) 312-3000 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1027814 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$14.07B▲ 53%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$14.07Bregulatory AUM
Discretionary $14.07B