# Tandemgrowth Financial Advisors, LLC

> Tandemgrowth Financial Advisors, LLC is an SEC-registered investment advisory firm in Alpharetta, GA, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 125490
- Filed as: TANDEMGROWTH FINANCIAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Alpharetta, GA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125490
- AdvisorCensus page: https://advisorcensus.com/firm/tandemgrowth-financial-advisors-llc-alpharetta-ga-125490

## Quick answers

**How is Tandemgrowth Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tandemgrowth Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Tandemgrowth Financial Advisors, LLC located?**
Tandemgrowth Financial Advisors, LLC's principal office is in Alpharetta, GA, according to its Form ADV.

**Is Tandemgrowth Financial Advisors, LLC registered with the SEC or a state?**
Tandemgrowth Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 125490.

**How much does Tandemgrowth Financial Advisors, LLC manage?**
Tandemgrowth Financial Advisors, LLC reports $297,000,214 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Tandemgrowth Financial Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Tandemgrowth Financial Advisors, LLC: Regulatory assets under management: $181,061,383 in the October 2021 data and $297,000,214 in the October 2026 data, up 64%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tandemgrowth Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (135); individuals (other than high net worth individuals) (67).

**Which custodians does Tandemgrowth Financial Advisors, LLC use?**
Tandemgrowth Financial Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Tandemgrowth Financial Advisors, LLC 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/125490

**What changed in Tandemgrowth Financial Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $258,055,730 to $297,000,214 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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: $297,000,214
- Discretionary: $295,846,092
- Non-discretionary: $1,154,122

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $30,698,045 |
| High net worth individuals | 135 | $265,048,686 |
| Charitable organizations | Fewer than 5 | $1,253,483 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, NH, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tandemgrowth.com
- Facebook @TANDEMGROWTH
- Instagram @tandemgrowth
- LinkedIn @TandemGrowth-financial-advisors-llc
- X @TANDEMGROWTH
- YouTube @TandemGrowth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $181,061,383 | 5 | May 14, 2021 |
| October 2022 | $225,351,403 | 4 | July 20, 2022 |
| October 2023 | $200,930,064 | 4 | March 17, 2023 |
| October 2024 | $235,102,287 | 4 | March 27, 2024 |
| October 2025 | $258,055,730 | 4 | April 3, 2025 |
| October 2026 | $297,000,214 | 4 | March 18, 2026 |

Regulatory assets under management: $181,061,383 in the October 2021 data and $297,000,214 in the October 2026 data, up 64%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $258,055,730 to $297,000,214 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tandemgrowth Financial Advisors, LLC (CRD 125490): Form ADV filing data as of October 2026.