Tandem Investment Advisors Inc

RIASEC RegisteredEst. 2000

Total AUM

$3.5B

Discretionary

$3.5B

100% of AUM

Avg account

$331K

Accounts

10,432

Employees

18

Advisory reps

16

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, families and institutions, providing portfolio-management services for individual and small-business clients, investment companies, and other businesses or institutions. Tandem charges fees based on a percentage of assets under management and does not identify itself as an ESG-focused or multi-state adviser in the available filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities74%
US Government Bonds13%
Cash & Cash Equivalents12%
Private Funds1%

Owners & executives

2 of 2

Benjamin Carew
Co-Chief Investment OfficerCRD 6490923
Nicole Hoffman
Chief Compliance OfficerCRD 4606862

Contacts

3 of 14

Jeremy Cox
Senior Vice PresidentCRD 4555276
William Little
Senior Vice President, Portfolio ManagerCRD 4758471
Charles Edwards
AssociateCRD 7299720

Unlock 11 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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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