# Tiemann Investment Advisors, LLC

> 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.

- CRD: 125360
- Filed as: TIEMANN INVESTMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Menlo Park, CA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125360
- AdvisorCensus page: https://advisorcensus.com/firm/tiemann-investment-advisors-llc-menlo-park-ca-125360

## Quick answers

**How is Tiemann Investment Advisors, LLC compensated?**
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.

**Where is Tiemann Investment Advisors, LLC located?**
Tiemann Investment Advisors, LLC's principal office is in Menlo Park, CA, according to its Form ADV.

**Is Tiemann Investment Advisors, LLC registered with the SEC or a state?**
Tiemann Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 125360.

**How much does Tiemann Investment Advisors, LLC manage?**
Tiemann Investment Advisors, LLC reports $341,143,700 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Tiemann Investment Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Tiemann Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (69); individuals (other than high net worth individuals) (29).

**Which custodians does Tiemann Investment Advisors, LLC use?**
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.

**Does Tiemann Investment 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/125360

**What changed in Tiemann Investment Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 1.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage 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: $341,143,700
- Discretionary: $341,143,700
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $17,745,700 |
| High net worth individuals | 69 | $323,043,300 |
| Charitable organizations | Fewer than 5 | $354,700 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2005 (21 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jonathantiemann.substack.com
- tiemann.net
- tiemanninvestmentadvisors.com
- LinkedIn @5828000
- X @TIEMANNIA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $304,560,500 | 2 | March 26, 2021 |
| October 2022 | $344,863,600 | 2 | April 22, 2022 |
| October 2023 | $262,743,500 | 2 | March 28, 2023 |
| October 2024 | $302,894,400 | 2 | March 20, 2024 |
| October 2025 | $312,171,100 | 2 | March 21, 2025 |
| October 2026 | $341,143,700 | 2 | March 25, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 1.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tiemann Investment Advisors, LLC (CRD 125360): Form ADV filing data as of October 2026.