Tiemann Investment Advisors, Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 125360 · SEC file 801-64295 · Menlo Park, CA · WWW.TIEMANNINVESTMENTADVISORS.COM

☆ Save with Pro ADV data as of Mar 25, 2026

Regulatory AUM: $341M
Discretionary: $341M
Clients: 98
Avg AUM / client: $3.5M
Accounts: 295
Employees: 2

AUM over time

$70.4M $345M

Mar 29, 2012 Mar 25, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026

Investments (13F portfolio — 204 positions, $254,972,658)

13F period Mar 31, 2026

#	Issuer	Class	Value	Shares	% of 13F	% of AUM
1	Ishares Tr	CORE US AGGBD ET	$20,936,889	210,908	8.21%	6.14%
2	Apple Inc	COM	$15,027,810	59,213	5.89%	4.41%
3	Ishares Tr	CORE UNIVRSL USD	$13,938,748	301,769	5.47%	4.09%
4	Ishares Tr	CORE MSCI EAFE	$11,905,419	131,508	4.67%	3.49%
5	Microsoft Corp	COM	$9,620,718	25,990	3.77%	2.82%
6	J P Morgan Exchange Traded F	ULTRA SHRT ETF	$8,717,965	172,257	3.42%	2.56%
7	Goldman Sachs Etf Tr	ULTRA SHORT BOND	$8,192,653	162,070	3.21%	2.4%
8	Nvidia Corporation	COM	$6,721,379	38,540	2.64%	1.97%
9	Alphabet Inc	CAP STK CL A	$5,244,519	18,238	2.06%	1.54%
10	Jpmorgan Chase & Co	COM	$5,115,442	17,390	2.01%	1.5%
11	Berkshire Hathaway Inc Del	CL B NEW	$4,341,552	9,060	1.7%	1.27%
12	Oracle Corp	COM	$4,166,891	28,325	1.63%	1.22%
13	Spdr Index Shs Fds	STATE STREET SPD	$3,963,099	108,311	1.55%	1.16%
14	Amazon Com Inc	COM	$3,417,294	16,408	1.34%	1.0%
15	Alphabet Inc	CAP STK CL C	$3,187,301	11,111	1.25%	0.93%
16	Ishares Tr	SP SMCP600VL ETF	$3,031,304	25,591	1.19%	0.89%
17	Spdr Gold Tr	GOLD SHS	$2,952,650	6,862	1.16%	0.87%
18	Ishares Tr	CORE S&P SCP ETF	$2,888,467	23,236	1.13%	0.85%
19	Johnson & Johnson	COM	$2,802,749	11,466	1.1%	0.82%
20	Costco Wholesale Corporation	COM	$2,584,739	2,594	1.01%	0.76%
21	Ishares Tr	S&P MC 400VL ETF	$2,516,308	18,991	0.99%	0.74%
22	Ishares Tr	CORE S&P MCP ETF	$2,382,796	35,285	0.93%	0.7%
23	J P Morgan Exchange Traded F	DIV RTN EM EQT	$2,308,935	37,165	0.91%	0.68%
24	Ishares Tr	S&P SML 600 GWT	$2,174,989	15,029	0.85%	0.64%
25	Abbvie Inc	COM	$2,078,552	9,557	0.82%	0.61%

Top 25 of 204 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	29	$17.7M	5.2%
High net worth individuals	69	$323M	94.7%
Charitable organizations	Fewer than 5 clients	$355K	0.1%

People (2)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Gardner, Valerie, Ann	Member		Jun 2002 (24y)	50% – 75%
Jonathan Tiemann	President/Chief Compliance Officer		Jul 2002 (24y)	50% – 75%

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)	03/25/2026	982 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
• Publication of periodicals or newsletters

Custody

Reported custodians

Charles Schwab & Co. $231M (68% of AUM) Mar 2026
Fidelity Brokerage Services $76.9M (23% of AUM) Mar 2026

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: Mar 25, 2026.

View current Form ADV (SEC/IAPD) ↗