TANDEM INVESTMENT ADVISORS, INC.

HTTP://WWW.TANDEMADVISORS.COM CHARLESTON, SC Investment Advisor How do I update this listing?

Tandem Investment Advisors is based out of Charleston. Tandem Investment Advisors is a large advisory firm with 1489 clients and discretionary assets under management (AUM) of $575,505,418 (Form ADV from 2019-03-29). Their last reported 13F filing for Q4 2019 included $597,015,000 in managed 13F securities and a top 10 holdings concentration of 41.7%. Tandem Investment Advisors's largest holding is Abbott Laboratories with shares held of 402,361. Whalewisdom has at least 13 13F filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $597.015 Million
  • Prior Market Value $551.841 Million
  • New Purchases8 stocks
  • Additional Purchases39 stocks
  • Sold out of3 stocks
  • Reduced holdings in13 stocks
  • Top 10 Holdings % 41.70 %
  • Turnover % [1]:16.67%
  • Turnover Alt % [2]: 10.41 %
  • Time Held Top20:7.30 quarters
  • Time Held Top10:3.70 quarters
  • Time Held All:8.85 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 8.87%
Performance Last 4 Quarters: 13.66%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-12-31 - 13F-HR (Subscription required)
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

TANDEM INVESTMENT ADVISORS INC
145 KING STREET SUITE 400
CHARLESTON SC    29401-2229
Country: United States

Business Phone: 843-720-3413
Fax: 843-720-3417
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: VA
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 1489
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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Form 4 - Recent Insider Transactions

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TANDEM INVESTMENT ADVISORS INC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
CAREW, JOHN, BRIAN PRESIDENT 10/01/1990 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TANDEM INVESTMENT ADVISORS INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1990-10-01
TANDEM INVESTMENT ADVISORS INC PRESIDENT direct 1990-10-01 2005-04-01
LITTLE, WILLIAM, LEO VICE PRESIDENT 03/01/2009 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TANDEM INVESTMENT ADVISORS INC VICE PRESIDENT direct 2009-03-01
CAREW, ANN, B. SECRETARY/TREASURER 10/01/1994 Direct less than 5%
Fund Name Position direct/indirect start date end date
TANDEM INVESTMENT ADVISORS INC SECRETARY/TREASURER direct 1994-10-01
COSTENBADER, WALTER, RUSSELL CHIEF COMPLIANCE OFFICER 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEBSTER INVESTMENT SERVICES, INC. VP/CCO/FINOP direct 1999-09-01
SIGNALPOINT ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2015-02-01
SPEARHEAD CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-11-01
PRIVATE CLIENT SERVICES, LLC CFO/FINOP direct 2009-08-01 2011-02-22
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC CHIEF COMPLAINCE OFFICER direct 2014-09-01 2015-03-31
DESTRA CAPITAL ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2014-11-01 2016-12-12
PORTER WHITE INVESTMENT ADVISORS, INC. CCO direct 2014-10-01 2017-06-21

TANDEM INVESTMENT ADVISORS INC

ownership team - last updated 2018-10-17
Name Title Start Date Direct/Indirect % Ownership
CAREW, JOHN, BRIAN PRESIDENT, CHIEF COMPLIANCE OFFICER 10/01/1990 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TANDEM INVESTMENT ADVISORS INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1990-10-01
TANDEM INVESTMENT ADVISORS INC PRESIDENT direct 1990-10-01 2005-04-01
LITTLE, WILLIAM, LEO VICE PRESIDENT 03/01/2009 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TANDEM INVESTMENT ADVISORS INC VICE PRESIDENT direct 2009-03-01
CAREW, ANN, B. SECRETARY/TREASURER 10/01/1994 Direct less than 5%
Fund Name Position direct/indirect start date end date
TANDEM INVESTMENT ADVISORS INC SECRETARY/TREASURER direct 1994-10-01

TANDEM INVESTMENT ADVISORS INC

ownership team - last updated 2017-11-15
Name Title Start Date Direct/Indirect % Ownership
CAREW, JOHN, BRIAN PRESIDENT, CHIEF COMPLIANCE OFFICER 10/01/1990 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TANDEM INVESTMENT ADVISORS INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1990-10-01
TANDEM INVESTMENT ADVISORS INC PRESIDENT direct 1990-10-01 2005-04-01
LITTLE, WILLIAM, LEO VICE PRESIDENT 03/01/2009 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TANDEM INVESTMENT ADVISORS INC VICE PRESIDENT direct 2009-03-01
CAREW, ANN, B. SECRETARY/TREASURER 10/01/1994 Direct less than 5%
Fund Name Position direct/indirect start date end date
TANDEM INVESTMENT ADVISORS INC SECRETARY/TREASURER direct 1994-10-01

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