Tandem Investment Advisors Inc

RIASEC Registered

Total AUM

$3.5B

Discretionary

$3.5B

100% of AUM

Avg account

$331K

Accounts

10,432

Employees

Advisory reps

Firm details

Headquarters: Charleston, South Carolina
CRD number: 109392
Registered since: September 15, 2000
Website: tandemadvisors.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC., TRUIST INVESTMENT SERVICES, INC.
Fee structure: Percentage of AUM
Client types: Individuals94.12%
Corporations / Businesses3.74%
Banking / Thrift Institutions0.98%
Investment Companies0.81%
Charitable Organizations0.35%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tandem Investment Advisors Inc is an independent, privately owned registered investment adviser that has been SEC-registered since 2000. The firm manages portfolios for individuals and families as well as institutional clients, operating on a percentage-of-AUM fee model. Its core advisory work centers on portfolio management for individuals/small businesses, investment companies, and other businesses or institutions. Tandem is not structured as a capital allocator and does not self-identify as an ESG-focused manager. Tandem’s positioning is equity-oriented: its filings and asset mix point to a preference for liquid equity exposures delivered through separately managed accounts and pooled vehicles rather than in-house alternative strategies. The firm does not list pension consulting or related-adviser activities among its primary services.