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Advisor

Kent Sheng

Tandem Capital Management · Woodcliff Lake, New Jersey

Kent Sheng is a fee-only financial advisor at Tandem Capital Management in Woodcliff Lake, New Jersey, who holds the CFA credential. Tandem Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFA

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Facts

FirmTandem Capital Management
Based in Woodcliff Lake, New Jersey
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$279.7M across 93 accounts
CredentialsCFA
SEC registration Investment adviser representative in WA · CRD 1433450
Exams passedSeries 63 (1985)
Firm size5 employees
Disclosures None reported
Websitewww.tandemcapitalmgmt.com

How Kent's firm compares

  • Tandem Capital Management's average account is about $3.0 million, from its Form ADV (assets managed divided by 93 accounts).

What fee-only advisors charge in New Jersey

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Questions about Kent

Is Kent Sheng a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kent holds no broker registration, and Tandem Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Kent charge for financial advice?

Kent's firm, Tandem Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Kent Sheng based?

Kent Sheng is based in Woodcliff Lake, New Jersey.

What credentials does Kent Sheng hold?

Kent Sheng holds the CFA credential.

Is Kent Sheng registered with the SEC?

Yes. Kent Sheng is registered as an investment adviser representative in WA (CRD 1433450), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Tandem Capital Management manage?

Tandem Capital Management reports $279.7M across 93 accounts in assets under management.

How do I contact Kent Sheng?

Through Kent's website, www.tandemcapitalmgmt.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Woodcliff Lake

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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