{
  "crd_number": 125360,
  "slug": "tiemann-investment-advisors-llc-menlo-park-ca-125360",
  "primary_business_name": "TIEMANN INVESTMENT ADVISORS, LLC",
  "legal_name": "TIEMANN INVESTMENT ADVISORS, LLC",
  "dbas": [],
  "city": "Menlo Park",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2005-05-06",
  "years_registered": 21,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 341143700.0,
  "raum_discretionary": 341143700.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 354700.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 17745700.0,
      "count": 29
    },
    "high_net_worth_individuals": {
      "raum": 323043300.0,
      "count": 69
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://jonathantiemann.substack.com",
    "https://linkedin.com/COMPANY/5828000",
    "https://tiemann.net",
    "https://tiemanninvestmentadvisors.com",
    "https://twitter.com/TIEMANNIA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/125360",
  "city_as_filed": "MENLO PARK",
  "url": "https://advisorcensus.com/firm/tiemann-investment-advisors-llc-menlo-park-ca-125360",
  "display_name": "Tiemann Investment Advisors, LLC",
  "summary": "Tiemann Investment Advisors, LLC is an SEC-registered investment advisory firm in Menlo Park, CA, registered since 2005, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Tiemann Investment Advisors, LLC (CRD 125360): 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",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is Tiemann Investment Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Tiemann Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Tiemann Investment Advisors, LLC located?",
      "a": "Tiemann Investment Advisors, LLC's principal office is in Menlo Park, CA, according to its Form ADV."
    },
    {
      "q": "Is Tiemann Investment Advisors, LLC registered with the SEC or a state?",
      "a": "Tiemann Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 125360."
    },
    {
      "q": "How much does Tiemann Investment Advisors, LLC manage?",
      "a": "Tiemann Investment Advisors, LLC reports $341,143,700 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Tiemann Investment Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Tiemann Investment Advisors, LLC: Regulatory assets under management: $304,560,500 in the October 2021 data and $341,143,700 in the October 2026 data, up 12%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Tiemann Investment Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (69); individuals (other than high net worth individuals) (29)."
    },
    {
      "q": "Which custodians does Tiemann Investment Advisors, LLC use?",
      "a": "Tiemann Investment Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Tiemann Investment Advisors, LLC 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/125360"
    },
    {
      "q": "What changed in Tiemann Investment Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 2 to 1."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 304560500.0,
      "total_employees": 2,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 344863600.0,
      "total_employees": 2,
      "filing_date": "2022-04-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 262743500.0,
      "total_employees": 2,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 302894400.0,
      "total_employees": 2,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 312171100.0,
      "total_employees": 2,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 341143700.0,
      "total_employees": 2,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 1."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "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/tiemann-investment-advisors-llc-menlo-park-ca-125360.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 29,
      "fewer_than_5": false,
      "raum": 17745700.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 69,
      "fewer_than_5": false,
      "raum": 323043300.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 354700.0
    }
  ],
  "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/125360",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}