Overview
Assets Under Management: $3.4 billion
Headquarters: CHARLESTON, SC
Frequently Asked Questions
TANDEM INVESTMENT ADVISORS INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109392), TANDEM INVESTMENT ADVISORS INC is subject to fiduciary duty under federal law.
TANDEM INVESTMENT ADVISORS INC is headquartered in CHARLESTON, SC.
According to their SEC Form ADV, TANDEM INVESTMENT ADVISORS INC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
TANDEM INVESTMENT ADVISORS INC manages $3.4 billion in client assets according to their SEC filing dated August 29, 2025.
According to their SEC Form ADV, TANDEM INVESTMENT ADVISORS INC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Total Client Accounts: 10,162
Discretionary Accounts: 10,162
Regulatory Filings
CRD Number: 109392
Filing ID: 2009367
Last Filing Date: 2025-08-29 12:09:00
Website: https://tandemadvisors.com