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- Custodian
- Raymond James ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between November 28, 2025 and May 12, 2026, reported AUM increased 2.7%, from $3.4B to $3.5B.
Across 5 reported observations, AUM increased 69.7% between November 18, 2022 and May 12, 2026, from $2.0B to $3.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 10,432 clients, or 2,608 clients per representative. That equates to $330.8K in reported AUM per client.
The profile lists 1 reported office location and 35 years in operation. The source data was last updated on September 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Tandem Investment Advisors INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Tandem Investment Advisors INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Tandem Investment Advisors INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.