TANDEM INVESTMENT ADVISORS INC
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
FINTRXOverview
Tandem Investment Advisors Inc is a privately owned corporate RIA that has been SEC-registered since 2000. The firm operates on a percentage-of-AUM fee model and serves both individual/family and institutional clients. Its advisory mandate centers on portfolio management for individuals and small businesses, registered investment companies, and other businesses or institutions. Tandem reports it is not an active ESG investor and does not identify as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- US Government Bonds13%
- Cash & Cash Equivalents12%
- Private Funds1%
Owners & executives
1 of 1NICOLE HOFFMAN
Chief Compliance OfficerCRD 4606862
Contacts
3 of 14JEREMY COX
Senior Vice PresidentCRD 4555276
WILLIAM LITTLE
Senior Vice President, Portfolio ManagerCRD 4758471
Charles Edwards
AssociateCRD 7299720
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$239K in ETFs
100%
$239K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $239K | 367 | 100.00% |
Location
CHARLESTON, SC
CHARLESTON
Location
CHARLESTON, SC
Headquartered in CHARLESTON, SC, in the South of the United States.
- Region
- South
- County
- CHARLESTON
- Address
- 145 King St
- Time zone
- ET (UTC-5)
- Office locations
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