{"url":"https://nivawealth.com/firms/tiemann-investment-advisors-125360","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/125360","regulatoryAum":341143700,"crd":"125360","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2154218","suffix":null,"lastName":"TIEMANN","firstName":"JONATHAN","middleName":null}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-26","regulatoryAum":304560500,"clients":94,"employees":2,"offices":1},{"filedOn":"2022-04-22","regulatoryAum":344863600,"clients":104,"employees":2,"offices":1},{"filedOn":"2023-03-28","regulatoryAum":262743500,"clients":97,"employees":2,"offices":1},{"filedOn":"2024-03-20","regulatoryAum":302894400,"clients":99,"employees":2,"offices":1},{"filedOn":"2025-03-21","regulatoryAum":312171100,"clients":97,"employees":2,"offices":1},{"filedOn":"2026-03-25","regulatoryAum":341143700,"clients":98,"employees":2,"offices":1}],"acquisitions":[{"date":"2019-04-01","datePrecision":"month","name":"Wegner Associates (Grapevine, TX)","crd":null,"source":"press","dealType":"acquisition","sellerAum":null,"sellerAumDate":null,"sourceUrl":"https://tiemanninvestmentadvisors.com/bob-wegner-and-jonathan-tiemann-form-transition-alliance/"},{"date":"2012-05-01","datePrecision":"month","name":"Stocklin Capital Management","crd":null,"source":"press","dealType":"acquisition","sellerAum":null,"sellerAumDate":null,"sourceUrl":"https://tiemanninvestmentadvisors.com/tiemann-stocklin-commence-strategic-partnership/"}],"secFileNumber":"801-64295","legalName":"Tiemann Investment Advisors, LLC","displayName":"Tiemann Investment Advisors","slug":"tiemann-investment-advisors-125360","website":"https://tiemanninvestmentadvisors.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/125360/f1b97973597c8de2-r1.webp","tone":"light","width":301,"height":200,"sourceUrl":"https://tiemanninvestmentadvisors.com/","sourceLabel":"Tiemann Investment Advisors, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"http://linkedin.com/company/5828000/","xUrl":"http://twitter.com/tiemannia","founded":"2002","organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"750 Menlo Avenue, Suite 300","city":"Menlo Park","state":"CA","stateName":"California","country":"United States","postalCode":"94025"},"tradeNames":[],"registration":{"secApproved":"6 May 2005","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":3477438.775510204,"staff":{"employees":2,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":341143700,"discretionary":341143700,"discretionaryAccounts":295,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":29,"regulatoryAum":17745700},{"label":"High-net-worth individuals","clients":69,"regulatoryAum":323043300},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":354700}],"feePrograms":[{"role":"main","program":"Portfolio Management","feeBasis":"marginal","fee_tiers":[{"to":5000000,"pct":1,"from":0},{"to":null,"pct":0.8,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026272","versionId":1026272,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-25","documentName":"TIA LLC ADV PART 2A","fee_rate_low":0.8,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":2000000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Portfolio consulting","summary":"Portfolio consulting is negotiated as fixed or hourly fees; 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The fee is billed in arrears, is negotiable and requires an account of at least $2,000,000.","source":"TIA LLC ADV PART 2A, filed 25 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Tiemann Investment Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Tiemann Investment Advisors have?","answer":"Tiemann Investment Advisors has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. 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