{
  "crd_number": 131167,
  "slug": "csenge-advisory-group-llc-clearwater-fl-131167",
  "primary_business_name": "CSENGE ADVISORY GROUP, LLC",
  "legal_name": "CSENGE ADVISORY GROUP, LLC",
  "dbas": [
    "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"
  ],
  "city": "Clearwater",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2011-10-13",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-07-24",
  "carried_forward": false,
  "raum_total": 3169721491.0,
  "raum_discretionary": 2633801855.0,
  "raum_non_discretionary": 535919636.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 74,
  "advisory_employees": 67,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 301301.0,
      "count": 4
    },
    "individuals": {
      "raum": 1092440835.0,
      "count": 6316
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 2013179306.0,
      "count": 831
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 63800049.0,
      "count": 48
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI",
    "WV"
  ],
  "websites": [
    "https://athenianprivateclientgroup.com",
    "https://cassidy-co.com",
    "https://cinderwealth.com",
    "https://colterdennis.com",
    "https://corleyandkent.com",
    "https://csenge.com",
    "https://decimawealth.com",
    "https://destinyfg.com",
    "https://draperfinancialgrp.com",
    "https://egfas.com",
    "https://facebook.com/CsengeAdvisory",
    "https://facebook.com/FSStrategies",
    "https://facebook.com/HessSegal",
    "https://facebook.com/SaveandPlan",
    "https://facebook.com/WebbFinancialConsultants",
    "https://facebook.com/profile.php?id=100055314686162",
    "https://facebook.com/wakefieldventuregroup2015",
    "https://facebook.com/wealthstrategiesllc",
    "https://facebook.com/weimpactwealth",
    "https://fidelisfinancialstrategies.com",
    "https://financialsuccessstrategies.com",
    "https://hesssegal.com",
    "https://highridgeadvisory.com",
    "https://impactwealth.com",
    "https://instagram.com/cinderwealth",
    "https://linkedin.com/company/athenian-private-client-group-corp-",
    "https://linkedin.com/company/cinder-wealth-advisors",
    "https://linkedin.com/company/csenge-advisory-group",
    "https://linkedin.com/company/decima-wealth-consulting",
    "https://linkedin.com/company/impactwealth/about",
    "https://linkedin.com/company/polaris-wealth-management",
    "https://linkedin.com/company/radian-partners-llc/about",
    "https://linkedin.com/company/wealth-strategies-llc",
    "https://linkedin.com/company/webb-financial-consultants",
    "https://myfinancialcoach.com/personnel/hostetler-financial-llc",
    "https://pennjerdel.com",
    "https://polarisadvice.com",
    "https://radianpartners.net",
    "https://sapers-wallack.com",
    "https://twitter.com/CsengeAdvisory",
    "https://twitter.com/HessSegal",
    "https://twitter.com/JKJonesFin",
    "https://twitter.com/impactwealth3",
    "https://twitter.com/svassilakos",
    "https://verityfinancialteam.com",
    "https://wakefieldventuregroup.com",
    "https://wayfinder-wealth.com",
    "https://webbfinancialconsultants.com",
    "https://weprotectwealth.com",
    "https://wsllc.us"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/131167",
  "city_as_filed": "CLEARWATER",
  "url": "https://advisorcensus.com/firm/csenge-advisory-group-llc-clearwater-fl-131167",
  "display_name": "Csenge Advisory Group, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Csenge Advisory Group, LLC (CRD 131167): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Csenge Advisory Group, LLC compensated?",
      "a": "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)."
    },
    {
      "q": "Where is Csenge Advisory Group, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Csenge Advisory Group, LLC registered with the SEC or a state?",
      "a": "Csenge Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 131167."
    },
    {
      "q": "How much does Csenge Advisory Group, LLC manage?",
      "a": "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)."
    },
    {
      "q": "How have Csenge Advisory Group, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Csenge Advisory Group, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Csenge Advisory Group, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Csenge Advisory Group, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Csenge Advisory Group, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 says: \"There is no minimum account size for starting and maintaining an advisory relationship.\""
    },
    {
      "q": "What changed in Csenge Advisory Group, LLC's recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1611537425.0,
      "total_employees": 49,
      "filing_date": "2021-05-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2351921549.0,
      "total_employees": 52,
      "filing_date": "2022-08-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2265052044.0,
      "total_employees": 85,
      "filing_date": "2023-08-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2752947585.0,
      "total_employees": 79,
      "filing_date": "2024-09-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2882684461.0,
      "total_employees": 79,
      "filing_date": "2025-07-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3169721491.0,
      "total_employees": 74,
      "filing_date": "2026-07-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Added the business name Goldlake Capital Partners."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no minimum account size for starting and maintaining an advisory relationship."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "There is no minimum account size for starting and maintaining an advisory relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab",
      "name_as_filed": "CHARLES SCHWAB",
      "affiliated": false
    },
    {
      "name": "Fidelity Investments",
      "name_as_filed": "FIDELITY INVESTMENTS",
      "affiliated": false
    },
    {
      "name": "Pershing Advisor Solutions LLC",
      "name_as_filed": "PERSHING ADVISOR SOLUTIONS LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/csenge-advisory-group-llc-clearwater-fl-131167.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 6316,
      "fewer_than_5": false,
      "raum": 1092440835.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 831,
      "fewer_than_5": false,
      "raum": 2013179306.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": false,
      "raum": 301301.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 48,
      "fewer_than_5": false,
      "raum": 63800049.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/131167",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}