AdvisorCensus / Financial advisors / Florida / Tampa / Csenge Advisory Group, LLC
Csenge Advisory Group, LLC is an SEC-registered investment advisory firm in Clearwater, FL, registered since 2011, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 24, 2026.
Quick answers
From the filingHow is Csenge Advisory Group, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Csenge Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Csenge Advisory Group, LLC located?
Csenge Advisory Group, LLC's principal office is in Clearwater, FL, according to its Form ADV; the August 2026 filing also lists 27 other offices (Schedule D, Section 1.F).
Is Csenge Advisory Group, LLC registered with the SEC or a state?
Csenge Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 131167.
How much does Csenge Advisory Group, LLC manage?
Csenge Advisory Group, LLC reports $3,169,721,491 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (83% discretionary).
How have Csenge Advisory Group, LLC's assets and staff changed since 2021?
In the Form ADV data for Csenge Advisory Group, LLC: Regulatory assets under management: $1,611,537,425 in the October 2021 data and $3,169,721,491 in the October 2026 data, up 97%. Total employees: 49 in October 2021 and 74 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Csenge Advisory Group, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6,316); high net worth individuals (831); corporations or other businesses not listed above (48).
Which custodians does Csenge Advisory Group, LLC use?
Csenge Advisory Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab, Fidelity Investments and Pershing Advisor Solutions LLC as custodians holding 10% or more of its separately managed account assets.
Does Csenge Advisory Group, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/131167
Does Csenge Advisory Group, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 25, 2026 says: "There is no minimum account size for starting and maintaining an advisory relationship."
What changed in Csenge Advisory Group, LLC's recent Form ADV filings?
In the April 2026 filing data: No longer lists the business name Goldlake Capital Partners. Employees performing advisory functions went from 76 to 67. Changed its office addresses in Newton, MA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
There is no minimum account size for starting and maintaining an advisory relationship.
As stated in the firm's Form ADV Part 2A brochure dated March 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$3,169,721,491 as of October 2026, filing dated July 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Registration and firm details
Items 1, 2, 5- Also doing business as
- ATHENIAN PRIVATE CLIENT GROUP, CANNON, CLARK HOLMAN & ASSOCIATES, CASSIDY & COMPANY, CINDER WEALTH ADVISORS, COLTER-DENNIS, COMPASS ADVISORY PARTNERS LLC, CONNECT ADVISORY GROUP, CORLEY & KENT, LLC, DECIMA WEALTH CONSULTING, DESTINY FINANCIAL GROUP, DRAPER FINANCIAL GROUP, ELEY-GRAHAM-AUSTGEN, FIDELIS FINANCIAL STRATEGIES, FINANCIAL SUCCESS STRATEGIES, LLC, HESS-SEGAL, HIGHRIDGE ADVISORY, HOSTETLER FINANCIAL, LLC, IMPACT WEALTH ADVISORS, INVESTMENT PLANNING & MANAGEMENT, J. ROBERTS CAPITAL, INC., MORRISON WEALTH ADVISORS, PENNJERDEL INSURANCE CONSULTANTS, INC., POLARIS ADVICE, RADIAN PARTNERS, SAPERS & WALLACK, VERITY FINANCIAL, WAKEFIELD VENTURE GROUP, WAYFINDER WEALTH, WEALTH STRATEGIES, WEALTH TRANSFER CONSULTANTS, WEBB FINANCIAL CONSULTANTS
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2011 (14 years)
- Employees
- Total: 74. Performing investment advisory functions: 67.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
27 other offices, as of the August 2026 filing
- States registered or notice-filed
-
45 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $3,169,721,491 | 74 | July 24, 2026 |
| October 2025 | $2,882,684,461 | 79 | July 14, 2025 |
| October 2024 | $2,752,947,585 | 79 | September 18, 2024 |
| October 2023 | $2,265,052,044 | 85 | August 15, 2023 |
| October 2022 | $2,351,921,549 | 52 | August 9, 2022 |
| October 2021 | $1,611,537,425 | 49 | May 24, 2021 |
Regulatory assets under management: $1,611,537,425 in the October 2021 data and $3,169,721,491 in the October 2026 data, up 97%.
Total employees: 49 in October 2021 and 74 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- No longer lists the business name Goldlake Capital Partners.
- Employees performing advisory functions went from 76 to 67.
- Changed its office addresses in Newton, MA.
- November 2025
- Added the business name Goldlake Capital Partners.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Csenge Advisory Group, LLC (CRD 131167): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/csenge-advisory-group-llc-clearwater-fl-131167