{
  "crd_number": 109392,
  "slug": "tandem-investment-advisors-inc-charleston-sc-109392",
  "primary_business_name": "TANDEM INVESTMENT ADVISORS INC",
  "legal_name": "TANDEM INVESTMENT ADVISORS INC",
  "dbas": [],
  "city": "Charleston",
  "state": "SC",
  "country": "United States",
  "cbsa_code": "16700",
  "metro": {
    "cbsa_code": "16700",
    "common_name": "Charleston",
    "msa_name": "Charleston-North Charleston, SC",
    "path": "/advisors/sc/charleston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-09-15",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-09-01",
  "carried_forward": false,
  "raum_total": 3450893853.0,
  "raum_discretionary": 3450893853.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 18,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 12030027.0,
      "count": 12
    },
    "individuals": {
      "raum": 3247852910.0,
      "count": 10230
    },
    "banking_thrift": {
      "raum": 33889194.0,
      "count": 7
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 27954623.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 129167099.0,
      "count": 182
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://linkedin.com/company/tandem-investment-advisors-inc",
    "https://tandemadvisors.com",
    "https://tiafunds.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109392",
  "city_as_filed": "CHARLESTON",
  "url": "https://advisorcensus.com/firm/tandem-investment-advisors-inc-charleston-sc-109392",
  "display_name": "Tandem Investment Advisors Inc",
  "summary": "Tandem Investment Advisors Inc is an SEC-registered investment advisory firm in Charleston, SC, registered since 2000, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 1, 2026.",
  "citation": "AdvisorCensus. Tandem Investment Advisors Inc (CRD 109392): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Tandem Investment Advisors Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Tandem Investment Advisors Inc reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Tandem Investment Advisors Inc located?",
      "a": "Tandem Investment Advisors Inc's principal office is in Charleston, SC, according to its Form ADV."
    },
    {
      "q": "Is Tandem Investment Advisors Inc registered with the SEC or a state?",
      "a": "Tandem Investment Advisors Inc is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 109392."
    },
    {
      "q": "How much does Tandem Investment Advisors Inc manage?",
      "a": "Tandem Investment Advisors Inc reports $3,450,893,853 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Tandem Investment Advisors Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Tandem Investment Advisors Inc: Regulatory assets under management: $1,486,298,033 in the October 2021 data and $3,450,893,853 in the October 2026 data, up 132%. Total employees: 10 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Tandem Investment Advisors Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10,230); corporations or other businesses not listed above (182); charitable organizations (12)."
    },
    {
      "q": "Which custodians does Tandem Investment Advisors Inc use?",
      "a": "Tandem Investment Advisors Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Financial Services, Inc. and Truist Investment Services, Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Tandem Investment Advisors Inc report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109392"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1486298033.0,
      "total_employees": 10,
      "filing_date": "2021-07-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2033104604.0,
      "total_employees": 9,
      "filing_date": "2022-03-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2997109590.0,
      "total_employees": 9,
      "filing_date": "2023-09-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 3239657732.0,
      "total_employees": 14,
      "filing_date": "2024-04-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 3359046630.0,
      "total_employees": 15,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3450893853.0,
      "total_employees": 18,
      "filing_date": "2026-09-01"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Raymond James Financial Services, Inc.",
      "name_as_filed": "RAYMOND JAMES FINANCIAL SERVICES, INC.",
      "affiliated": false
    },
    {
      "name": "Truist Investment Services, Inc.",
      "name_as_filed": "TRUIST INVESTMENT SERVICES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/tandem-investment-advisors-inc-charleston-sc-109392.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 10230,
      "fewer_than_5": false,
      "raum": 3247852910.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 7,
      "fewer_than_5": false,
      "raum": 33889194.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 27954623.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 12,
      "fewer_than_5": false,
      "raum": 12030027.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 182,
      "fewer_than_5": false,
      "raum": 129167099.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109392",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}