TANDEM INVESTMENT ADVISORS INC
SEC RegisteredWilling to be Different
About the firm
Tandem is a portfolio management company headquartered in Charleston, SC that specializes in low volatility capital appreciation equity strategies. Tandem has provided long-only U.S. equity strategies that are designed to outperform over a complete market cycle while delivering significantly less volatility of returns than the market.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Long-only U.S. equity strategies including Large Cap Core Strategy, Mid Cap Core Strategy, and Equity Strategy, designed to outperform over a complete market cycle with less volatility than the market. Also offers sub-advisory relationships.
Who they serve
Financial advisors, partnering with them to deliver a differentiated core solution that aims to keep investors invested through all markets.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 10,230 | $3.2B |
| Investment Companies | 7 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 12 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
12 advisors in the directory
Regulatory & compliance
Data as of March 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TANDEM INVESTMENT ADVISORS INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.