Wealth Manager
    SEC Registered

    Tandem Investment Advisors Inc

    Registered investment advisor · Charleston, South Carolina · CRD #109392

    Assets Under Management
    $3.5B
    Client Accounts
    10,432
    Employees
    18
    CRD Number
    109392
    Registration
    SEC Registered
    Custodian
    Raymond James Financial Services, Inc., Truist Investment Services, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Tandem Investment Advisors Inc

    Tandem Investment Advisors Inc is a reputable investment advisory firm based in Charleston, SC, established in 2000, managing US equity portfolios. It focuses on large and mid-cap stocks.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Tandem Investment Advisors Inc

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    Frequently Asked Questions

    What is Tandem Investment Advisors Inc's AUM?

    Tandem Investment Advisors Inc reports approximately $3.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Tandem Investment Advisors Inc headquartered?

    Tandem Investment Advisors Inc is headquartered in Charleston, South Carolina.

    What is Tandem Investment Advisors Inc's CRD number?

    Tandem Investment Advisors Inc's CRD number is 109392. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Tandem Investment Advisors Inc manage?

    Tandem Investment Advisors Inc manages approximately 10,432 client accounts according to its latest SEC filing.

    Is Tandem Investment Advisors Inc SEC registered?

    Yes, Tandem Investment Advisors Inc is registered with the SEC as an investment adviser with an approved registration status.

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