Tandem Investment Advisors Inc
- Regulatory AUM
- $3.5B
- Discretionary
- $3.5B
- Clients
- 10,432
- Avg AUM / client
- $331K
- Accounts
- 10,432
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of May 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 10,230 | $3.2B | 94.1% |
| Banking or thrift institutions | 7 | $33.9M | 0.98% |
| Investment companies | 1 | $28.0M | 0.81% |
| Charitable organizations | 12 | $12.0M | 0.35% |
| Corporations and other businesses | 182 | $129M | 3.74% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Brian Carew | President/Chief Executive Officer | Oct 1990 (36y) | 50% – 75% | |
| Carew, Ann, B. | Secretary/Treasurer | Oct 1994 (32y) | Less than 5% | |
| William Leo Little | Senior Vice President/Co Chief Investment Officer | CFA | Sep 2006 (20y) | 25% – 50% |
| Benjamin Greenwood Carew | Vice President/Co Chief Investment Officer | CFA | Feb 2016 (10y) | 10% – 25% |
| Elaine M Natoli | Vice President/Chief Communications Officer | Jan 2022 (5y) | Less than 5% | |
| Hoffman, Nicole, Marie | Chief Compliance Officer | Jun 2023 (3y) | Less than 5% | |
| Jordan Scott Watson | Registered representative | CFA | Nov 2019 (7y) | |
| Ariel Benton Davis | Registered representative | Jul 2022 (4y) | ||
| Alex Michael Robinette | Registered representative | CFP | Jul 2023 (3y) | |
| Charles Samuel Edwards | Registered representative | Feb 2024 (2y) | ||
| Jeremy Cox | Registered representative | Apr 2024 (2y) | ||
| Natalia Moriah Mattar | Registered representative | Nov 2024 (2y) | ||
| Mackenzie S Ferrell | Registered representative | Apr 2026 (0y) | ||
| Charlotte Wesley Woodham | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Raymond James $1.6B (46% of AUM) May 2026
- Truist Investment Services, Inc. $862M (25% of AUM) May 2026
- M&T Securities, Inc. $667M (22% of AUM) Sep 2023
- Morgan Stanley $89.9M (11% of AUM) Jan 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 12, 2026.
View current Form ADV (SEC/IAPD) ↗