# 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.

- CRD: 131167
- Filed as: CSENGE ADVISORY GROUP, LLC
- 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)
- Location: Clearwater, FL
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/131167
- AdvisorCensus page: https://advisorcensus.com/firm/csenge-advisory-group-llc-clearwater-fl-131167

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: None

> There is no minimum account size for starting and maintaining an advisory relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab
- Fidelity Investments
- Pershing Advisor Solutions LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $3,169,721,491
- Discretionary: $2,633,801,855
- Non-discretionary: $535,919,636

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6,316 | $1,092,440,835 |
| High net worth individuals | 831 | $2,013,179,306 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 4 | $301,301 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 48 | $63,800,049 |

### 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

### Firm details
- Registered since: 2011 (14 years)
- Employees: 74 total, 67 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Atlanta, GA
- Birmingham, AL
- Boulder, CO
- Brentwood, TN
- Chattanooga, TN
- Clarksville, MD
- Clarksville, TN
- Cookeville, TN
- Cordova, TN
- Crown Point, IN
- Cumming, GA
- Fargo, ND
- Flossmoor, IL
- Fort Lauderdale, FL
- Hoover, AL
- Houston, PA
- Houston, TX
- Lake Charles, LA
- Langhorne, PA
- McKinney, TX
- Memphis, TN
- New Port Richey, FL
- Newton, MA
- Oldsmar, FL
- Pearl River, NY
- Raleigh, NC
- Tarpon Springs, FL

### Websites listed on Form ADV (Item 1.I)
- athenianprivateclientgroup.com
- cassidy-co.com
- cinderwealth.com
- colterdennis.com
- corleyandkent.com
- csenge.com
- decimawealth.com
- destinyfg.com
- draperfinancialgrp.com
- egfas.com
- fidelisfinancialstrategies.com
- financialsuccessstrategies.com
- hesssegal.com
- highridgeadvisory.com
- impactwealth.com
- myfinancialcoach.com/personnel/hostetler-financial-llc
- pennjerdel.com
- polarisadvice.com
- radianpartners.net
- sapers-wallack.com
- verityfinancialteam.com
- wakefieldventuregroup.com
- wayfinder-wealth.com
- webbfinancialconsultants.com
- weprotectwealth.com
- wsllc.us
- Facebook @CsengeAdvisory
- Facebook @FSStrategies
- Facebook @HessSegal
- Facebook @SaveandPlan
- Facebook @WebbFinancialConsultants
- Facebook facebook.com
- Facebook @wakefieldventuregroup2015
- Facebook @wealthstrategiesllc
- Facebook @weimpactwealth
- Instagram @cinderwealth
- LinkedIn @athenian-private-client-group-corp-
- LinkedIn @cinder-wealth-advisors
- LinkedIn @csenge-advisory-group
- LinkedIn @decima-wealth-consulting
- LinkedIn @impactwealth
- LinkedIn @polaris-wealth-management
- LinkedIn @radian-partners-llc
- LinkedIn @wealth-strategies-llc
- LinkedIn @webb-financial-consultants
- X @CsengeAdvisory
- X @HessSegal
- X @JKJonesFin
- X @impactwealth3
- X @svassilakos

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,611,537,425 | 49 | May 24, 2021 |
| October 2022 | $2,351,921,549 | 52 | August 9, 2022 |
| October 2023 | $2,265,052,044 | 85 | August 15, 2023 |
| October 2024 | $2,752,947,585 | 79 | September 18, 2024 |
| October 2025 | $2,882,684,461 | 79 | July 14, 2025 |
| October 2026 | $3,169,721,491 | 74 | July 24, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Csenge Advisory Group, LLC (CRD 131167): Form ADV filing data as of October 2026.