Tiemann Investment Advisors provides portfolio management for individuals and small businesses and publishing newsletters.
Tiemann Investment Advisors reports 98 clients. They include 69 high-net-worth individuals and 29 individual clients. Of its assets, 100.0% ($341M across 295 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 30% | 5% |
| High-net-worth individuals | 70% | 95% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 29 | $17.7M | 5.2% | $612K |
| High-net-worth individuals | 69 | $323M | 94.7% | $4.68M |
| Charitable organizations | Fewer than 5 | $355K | 0.1% | — |
| Total | 98 | $341M | 100% | — |
- Clients
- 29
- Regulatory AUM
- $17.7M
- AUM share
- 5.2%
- Avg. per client
- $612K
- Clients
- 69
- Regulatory AUM
- $323M
- AUM share
- 94.7%
- Avg. per client
- $4.68M
- Clients
- Fewer than 5
- Regulatory AUM
- $355K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 98
- Regulatory AUM
- $341M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Tiemann Investment Advisors charges 0.80%–1.00% a year for its Portfolio Management. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $2,000,000. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$5M | 1.00% |
| $5M and above | 0.80% |
Fee details and sources
Other fees
- Portfolio consulting
- Portfolio consulting is negotiated as fixed or hourly fees; ongoing monitoring and reporting is generally 0.25% of assets monitored per year.
Jonathan Tiemann owns 50% to 75% of Tiemann Investment Advisors. The leadership team of Tiemann Investment Advisors includes President Jonathan Tiemann. It has 2 employees, 1 of them in advisory roles.
Leadership
- Jonathan TiemannPresident/Chief Compliance Officer
- Valerie GardnerMember
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Jonathan Tiemann
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 50% to 75% of Tiemann Investment Advisors, LLC
Jonathan Tiemann
Control person · since July 2002
- Owns 50% to 75% of Tiemann Investment Advisors, LLC
Valerie Gardner
Control person · since June 2002
Tiemann Investment Advisors’ regulatory assets grew from $305M (March 2021) to $341M (March 2026); clients were 98 in both filings and employees were 2 in both filings. Between 2012 and 2019, 2 advisory firms joined it. The most recent was Wegner Associates (Grapevine, TX), in April 2019.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $341M | 98 | 2 | 1 |
| March 2025 | $312M | 97 | 2 | 1 |
| March 2024 | $303M | 99 | 2 | 1 |
| March 2023 | $263M | 97 | 2 | 1 |
| April 2022 | $345M | 104 | 2 | 1 |
| March 2021 | $305M | 94 | 2 | 1 |
Firms that joined
20191 joined
- Wegner Associates (Grapevine, TX)No filed AUM
20121 joined
- Stocklin Capital ManagementNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Tiemann Investment Advisors has 0 offices, with 1 listed address in California.
California · 1 listed address
- 750 Menlo Avenue, Suite 300, Menlo ParkHQ
Contact and registration details
- Legal name
- Tiemann Investment Advisors, LLC
- Headquarters
- 750 Menlo Avenue, Suite 300, Menlo Park, CA 94025
- Phone
- 650-566-0200
- @5828000
- SEC file
- 801-64295
- Founded
- 2002
- Structure
- California LLC
- Fiscal year end
- December
Tiemann Investment Advisors uses Charles Schwab ($231M, 75%) and Fidelity ($76.9M, 25%) as custodians for its separately managed accounts. Tiemann Investment Advisors does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $76.9M25%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $231M75%
At year end, Tiemann Investment Advisors’ separately managed accounts were mostly in stocks (50%) and funds (37%). Its reported 13F holdings for the quarter ended 30 June 2026 total $276M across 207 positions; the largest are iShares TR (8.0%), Apple Inc. (5.9%) and iShares TR (5.1%).
What the accounts hold
- Stocks50%
- Funds37%
- Bonds8%
- U.S. government and agency bonds4%
- State and local bonds2%
- Investment grade corporate bonds2%
- Cash5%
Reported 13F holdings
- $276M
- Reported 13F value
- 207
- Positions
- 40.2%
- In the 10 largest
- +8.3%
- Value vs. prior quarter
- iShares TR · Core US Aggbd ET8.0%
- Apple Inc.5.9%
- iShares TR · Core Univrsl Usd5.1%
- iShares TR · Core MSCI Eafe4.6%
- Microsoft Corp.3.4%
- J P Morgan Exchange Traded F · Ultra Shrt ETF3.2%
- Goldman Sachs ETF TR · Ultr Shor BD ETF3.1%
- Nvidia Corporation2.6%
- Alphabet Inc. · Cap Stk CL A2.2%
- JPMORGAN Chase & CO2.0%
Together, the ten largest are 40.2% of reported value.
How many clients does Tiemann Investment Advisors have?
Tiemann Investment Advisors has 98 clients and manages $341 million for them, as of March 2026. They include 69 high-net-worth individuals and 29 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Tiemann Investment Advisors offer?
Tiemann Investment Advisors provides portfolio management for individuals and small businesses and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Tiemann Investment Advisors charge?
Tiemann Investment Advisors charges 0.80%–1.00% a year for its Portfolio Management. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $2,000,000.
Which custodians does Tiemann Investment Advisors use?
Tiemann Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $231M and Fidelity Brokerage Services LLC (Smithfield, RI), with $76.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Tiemann Investment Advisors have?
Tiemann Investment Advisors has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Tiemann Investment Advisors invest in?
At the end of its last fiscal year, Tiemann Investment Advisors’ separately managed accounts held 50% exchange-traded equities, 37% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 4% U.S. government and agency bonds, 2% state and local bonds and 2% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Tiemann Investment Advisors have a minimum investment?
Yes, Tiemann Investment Advisors’ minimum account size for its Portfolio Management is $2M.
Who owns Tiemann Investment Advisors?
Tiemann Investment Advisors’ direct owners are Jonathan Tiemann (50% to 75%) and Valerie Gardner (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Tiemann Investment Advisors get paid?
Tiemann Investment Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Tiemann Investment Advisors registered with the SEC?
Yes, Tiemann Investment Advisors has been registered with the SEC as an investment adviser since 6 May 2005. Its CRD number is 125360 and its SEC file number is 801-64295.
Source: Form ADV Part 1A, Item 1, filed 25 March 2026; IAPD firm record
How do I contact Tiemann Investment Advisors?
Tiemann Investment Advisors’ main office is at 750 Menlo Avenue, Suite 300, Menlo Park, CA 94025. Its phone number is 650-566-0200. Its website is tiemanninvestmentadvisors.com.