Csenge Advisory Group, LLC

Registered investment adviser · Clearwater, FL · CRD #131167

Form ADV data as of 2026-09-01

Regulatory assets

$3.17 billion

Total accounts

14,361

Employees

Disclosure events

Firm details

Website: https://www.linkedin.com/company/csenge-advisory-group/
Telephone: 727-437-6000
SEC file number: 801-72792
Most recent Form ADV filing: 2026-07-24
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$2.63 billion
Non-discretionary regulatory assets under management	$535.9 million
Total regulatory assets under management	$3.17 billion
Discretionary accounts	11,888
Non-discretionary accounts	2,473
Total accounts	14,361
Regulatory assets under management attributable to non-U.S. persons	$1.6 million

People

Total employees (excluding clerical)	74
Employees performing investment advisory functions (including research)	67
Employees who are registered representatives of a broker-dealer	30
Employees registered as investment adviser representatives with a state	67
Employees registered as IARs for another investment adviser	21
Employees who are licensed insurance agents	30
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Other

Affiliated related persons

Other investment adviser (including financial planners)Accountant or accounting firm

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	6,316	$1.09 billion
High net worth individuals	831	$2.01 billion
Charitable organizations	4	$301,301
Corporations or other businesses not listed above	48	$63.8 million