Tandem Investment Advisors Inc

RIASEC RegisteredEst. 2000

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, SEC-registered registered investment adviser operating as a corporation and owned by an individual. Founded in 2000, the firm provides discretionary portfolio management across individual and family clients as well as institutional and business accounts. Its advisory services include managing portfolios for individuals/small businesses, investment companies, and other institutions. Tandem charges fees as a percentage of assets under management and does not identify itself as a capital allocator or multi-state adviser in the provided data. The firm is not marked as an active ESG investor and does not list pension consulting or family office services.