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TANDEM INVESTMENT ADVISORS INC
CRD 109392File 801-57846
APPROVED
Retail clients
Filing as of May 12, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.