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| Happy Holidays!! thanks for using AUM13F!! |
| Tandem Investment Advisors Inc
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| CRD # | 109392 |
| SEC # | 801-57846 |
| CIK # | 0001694284 |
| AUM | $3.4 B (2025-03-20) |
| Employees | 15 (27% Investors, 0% Brokers) |
| Phone | 843-720-3413 |
| Address | 145 King Street Charleston, SC 29401-2229 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001694284 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| CBOE Holdings Inc | 0.0 | ||
| Akamai Technologies Inc | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| Apple Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| TJX Companies Inc /DE/ | 0.0 | ||
| Royal Bank of Canada | 0.0 | ||
| Blackstone Group LP | 0.0 | ||
| Coca Cola Co | 0.0 | ||
| Fastenal Co | 0.0 | ||
| Exlservice Holdings Inc | 0.0 | ||
| Philip Morris International Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Altria Group Inc | 0.0 | ||
| Eaton Corp Ltd | 0.0 | ||
| Facebook Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Corteva Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Gartner Inc | 0.0 | ||
| DowDupont Inc | 0.0 | ||
| Quidelortho Corp | 0.0 | ||
| Merck & Co Inc | 0.0 | ||
| Amgen Inc | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,952 | 3.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 6 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 14 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 189 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 10,162 | 3.4 |
| By Discretionary | ||
| Discretionary | 10,162 | 3.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10,162 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 3.3 | |
| Total | 10,162 | 3.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001694284] |
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|---|---|---|
|
Jefferies Investment Advisers LLC
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|
NY | 3.4 |
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Performance Wealth Partners LLC
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IL | 3.4 |
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Beaumont Financial Advisors LLC
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MA | 3.4 |
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Transform Wealth LLC
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CX Institutional LLC
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IN | 3.3 |
|
Johnson Sterling Inc
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AL | 3.3 |
|
Money Concepts Capital Corp
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|
FL | 3.3 |
|
Founders Financial Securities LLC
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|
MD | 3.3 |