# Tandem Investment Advisors Inc

> 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.

- CRD: 109392
- Filed as: TANDEM INVESTMENT ADVISORS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charleston, SC
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109392
- AdvisorCensus page: https://advisorcensus.com/firm/tandem-investment-advisors-inc-charleston-sc-109392

## Quick answers

**How is Tandem Investment Advisors Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Tandem Investment Advisors Inc reports these compensation arrangements: a percentage of assets under its management.

**Where is Tandem Investment Advisors Inc located?**
Tandem Investment Advisors Inc's principal office is in Charleston, SC, according to its Form ADV.

**Is Tandem Investment Advisors Inc registered with the SEC or a state?**
Tandem Investment Advisors Inc is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 109392.

**How much does Tandem Investment Advisors Inc manage?**
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).

**How have Tandem Investment Advisors Inc's assets and staff changed since 2021?**
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.

**What types of clients does Tandem Investment Advisors Inc serve?**
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).

**Which custodians does Tandem Investment Advisors Inc use?**
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.

**Does Tandem Investment Advisors Inc report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Raymond James Financial Services, Inc.
- Truist Investment Services, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $3,450,893,853
- Discretionary: $3,450,893,853
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10,230 | $3,247,852,910 |
| Banking or thrift institutions | 7 | $33,889,194 |
| Investment companies | 1 | $27,954,623 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 12 | $12,030,027 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 182 | $129,167,099 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2000 (26 years)
- Employees: 18 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tandemadvisors.com
- tiafunds.com
- LinkedIn @tandem-investment-advisors-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,486,298,033 | 10 | July 23, 2021 |
| October 2022 | $2,033,104,604 | 9 | March 1, 2022 |
| October 2023 | $2,997,109,590 | 9 | September 5, 2023 |
| October 2024 | $3,239,657,732 | 14 | April 18, 2024 |
| October 2025 | $3,359,046,630 | 15 | March 20, 2025 |
| October 2026 | $3,450,893,853 | 18 | September 1, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tandem Investment Advisors Inc (CRD 109392): Form ADV filing data as of October 2026.