# Tandem Views Investment Services, LLC

> Tandem Views Investment Services, LLC is a state-registered investment advisory firm in Lake Oswego, OR, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 281611
- Filed as: TANDEM VIEWS INVESTMENT SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lake Oswego, OR
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/281611
- AdvisorCensus page: https://advisorcensus.com/firm/tandem-views-investment-services-llc-lake-oswego-or-281611

## Quick answers

**How is Tandem Views Investment Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tandem Views Investment Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Tandem Views Investment Services, LLC located?**
Tandem Views Investment Services, LLC's principal office is in Lake Oswego, OR, according to its Form ADV.

**Is Tandem Views Investment Services, LLC registered with the SEC or a state?**
Tandem Views Investment Services, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 281611.

**How much does Tandem Views Investment Services, LLC manage?**
Tandem Views Investment Services, LLC reports $7,586,000 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (0% discretionary).

**What types of clients does Tandem Views Investment Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13).

**Does Tandem Views Investment Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/281611

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $7,586,000
- Discretionary: $0
- Non-discretionary: $7,586,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $2,531,000 |
| High net worth individuals | Fewer than 5 | $5,055,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tandemviews.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tandem Views Investment Services, LLC (CRD 281611): Form ADV filing data as of October 2026.