firm profile
Tandem Investment Advisors Inc
Overview
Tandem Investment Advisors Inc is an SEC registered investment adviser based in Charleston, SC, registered since 1991. It reports $3.5B in assets under management across 10,432 accounts, with 18 employees. It has 12 investment adviser representatives.
- Reported AUM
- $3.5B
- Discretionary
- 100%
- Accounts
- 10,432
- Average account
- $331K
- Employees
- 18
- Advisory reps
- 12
- Registered since
- 1991
- Jurisdictions
- 53
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 9
- John Brian Carew President, Chief Executive Officer CRD 1352008
- Benjamin Greenwood Carew Vice President, Co-Chief Investment Officer CRD 6490923
- Elaine M Natoli Vice President, Chief Communications Officer CRD 6936497
6 more executive officers, with direct contact details
Advisory reps 3 of 12
- Benjamin Greenwood Carew Investment Adviser Rep CRD 6490923
- John Brian Carew Investment Adviser Rep CRD 1352008
- Jeremy Cox Investment Adviser Rep CRD 4555276
9 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 145 King St Ste 400
Charleston, SC 29401 - County
- Charleston
- Metro area
- Charleston-North Charleston, SC
- Region
- South
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: tandemadvisors.com
Every state, with registration dates
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