Tandem Investment Advisors Inc
● SEC registered since 2000CRD 109392SEC# 801-57846Charleston, SC
Reg. AUM
$3.45B
Employees
18
Accounts
10,432
Location
Charleston, SC
Tandem Investment Advisors Inc assets under management
Tandem Investment Advisors Inc is an SEC-registered investment adviser based in Charleston, SC. The firm has been registered since 2000. It reports $3.5 billion in regulatory assets under management and employs 18 people.
Tandem Investment Advisors Inc owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann B. Carew | Secretary/Treasurer | Under 5% | 1994 |
| Benjamin Greenwood Carew Control | Vice President/Co-Chief Investment Officer | 10-25% | 2022 |
| Dave Dallas | Board Member | Under 5% | 2025 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Tandem Investment Advisors Inc manage?
Tandem Investment Advisors Inc reports $3.5 billion in regulatory assets under management on its Form ADV.
How many employees does Tandem Investment Advisors Inc have?
Tandem Investment Advisors Inc reports 18 employees.
Where is Tandem Investment Advisors Inc located?
Tandem Investment Advisors Inc is based in Charleston, SC and has been SEC-registered since 2000.
Does Tandem Investment Advisors Inc disclose fund performance?
Tandem Investment Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 145 King Street, Suite 400, Charleston, SC 29401-2229 |
| Phone | 843-720-3413 |
| Fax | 843-720-3417 |
| Office hours | 9:00a.m. - 4:30p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1694284 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.45B▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$3.45Bregulatory AUM
Discretionary $3.45B