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TANDEM INVESTMENT ADVISORS INC
CRD 109392File 801-57846
APPROVED
Retail clients
Filing as of Sep 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.45B
Top 25% of cohort (national)
Discretionary AUM
$3.45B
Clients
10,432
10,432 accounts
Employees
18
Top 10% of cohort in SC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 15, 2000
- Principal office
- 145 KING STREET, SUITE 400, CHARLESTON, SC, 29401-2229
- Phone
- 843-720-3413
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.45B
- Discretionary AUM
- $3.45B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 10,432
- Non-discretionary accounts
- 0
- Total accounts
- 10,432
- AUM per client
- $331K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 182 | $129.2M |
| Investment companies | 1 | $28.0M |
| Charitable organizations | 12 | $12.0M |
| Banking or thrift institutions | 7 | $33.9M |
| Individuals (other than high net worth individuals) | 10,230 | $3.25B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 18 | increased by3 |
| Apr 1, 2026 | Clients | 10,162 | 10,432 | increased by270 |
| Apr 1, 2026 | AUM | $3,359,046,630 | $3,450,893,853 | increased by$91,847,223 |
| Apr 1, 2026 | Accounts | 10,162 | 10,432 | increased by270 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 15 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4,927 | 10,162 | increased by5,235 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,033,104,604 | $3,359,046,630 | increased by$1,325,942,026 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,927 | 10,162 | increased by5,235 |
| Apr 1, 2022 | Employees | 10 | 9 | decreased by1 |
| Apr 1, 2022 | Clients | 3,873 | 4,927 | increased by1,054 |
| Apr 1, 2022 | AUM | $1,486,298,033 | $2,033,104,604 | increased by$546,806,571 |
| Apr 1, 2022 | Accounts | 3,873 | 4,927 | increased by1,054 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TANDEM INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TANDEM INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.