CRD: 125360
Tiemann Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2002
- Office Locations
- 1
Office Locations
About Tiemann Investment Advisors, LLC
Tiemann Investment Advisors is an independent RIA in Menlo Park, CA providing discretionary investment management for private clients through customized, institutional-caliber portfolios. The firm emphasizes disciplined, academically grounded portfolio design and implementation, including after-tax return optimization. Clients work directly with Dr. Jonathan Tiemann—no brokers or salesforce; custody includes Charles Schwab.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
VALERIE ANN GARDNER
Manager, Partner
- CRD
- --
- Ownership
- 50% but less than 75%
JONATHAN TIEMANN
Chief Compliance Officer, Chief Financial Officer, President
- CRD
- #2154218
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $341,143,700 | $1,156,419 |
| Non-Discretionary | $0 | -- |
| Total | $341,143,700 | $1,156,419 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | 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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