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- Custodian
- Raymond James ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-16-1991
- Office Locations
- 1
Office Locations
About Tandem Investment Advisors INC
Tandem Investment Advisors is a Charleston, SC portfolio manager focused on long-only U.S. equity strategies targeting low-volatility capital appreciation across full market cycles. The firm partners with financial advisors on a differentiated core equity solution, emphasizing a consistent, repeatable process plus high-touch communication and accessibility. Founded in 1990, Tandem has offered large- and mid-cap core strategies and supports sub-advisory relationships.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN BRIAN CAREW
Chief Executive Officer, President
- CRD
- #1352008
- Ownership
- 50% but less than 75%
WILLIAM LEO LITTLE JR
Co-Chief Investment Officer, SENIOR VICE PRESIDENT, Vice President
- CRD
- #4758471
- Ownership
- 25% but less than 50%
Showing 2 of 9 owners & executives
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Ariel Benton Davis
Financial Advisor, General Partner
- CRD
- #6932972
Charles Samuel Edwards
Associate
- CRD
- #7299720
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,450,893,853 | $330,799 |
| Non-Discretionary | $0 | -- |
| Total | $3,450,893,853 | $330,799 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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