Fee-only adviser · Charleston, SC
Tandem Investment Advisors Inc
Tandem Investment Advisors Inc is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Charleston, South Carolina. On its latest Form ADV, filed September 1, 2026, it reports $3.5B in regulatory assets under management, 10,230 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 109392 · SEC file 801-57846 |
| Office | 145 King Street Suite 400 Charleston, SC 29401 |
| Phone | (843) 720-3413 |
| Website | www.tandemadvisors.com |
| Regulatory assets under management | $3.5B |
| Individual clients | 10,230 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 18 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 1, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Charleston
- Advisor.com $127M
- Capasso Planning Partners LLC $274M
- Charleston Financial Advisors, LLC $262M
- Warren Capital Group $131M
- Kinwell LLC $215M
- Matthew Laydon Capital Management $30M
See all 14 fee-only advisers in Charleston →
Nearby
- Mt. Pleasant 18 firms
- Sullivans Island 1 firm
- Daniel Island 5 firms
- Johns Island 1 firm
- Kiawah Island 1 firm
- Summerville 2 firms
- Moncks Corner 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Tandem Investment Advisors Inc? Update this listing.