Wealth manager, independent · Clearwater, FL
Csenge Advisory Group, LLC
SEC-registered investment adviser · CRD 131167 · SEC 801-72792
At a glance
Csenge Advisory Group, LLC is an SEC-registered investment adviser based in Clearwater, Florida, with $3.2B in regulatory assets under management as of its Form ADV filed July 24, 2026. It reports 7,147 individual clients, 831 of them high-net-worth, holding an average of about $0.4 million each, and 74 employees. That ranks it 342nd among the nation’s 5,657 independent wealth management RIAs and 16th of 343 in Florida. It reports 3 custodians for its clients’ separately managed accounts: Fidelity, BNY Pershing and Charles Schwab.
Main office 727-437-6000csenge.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.2B
- Rank among independent wealth managers
- #342 of 5,657
- Rank among all SEC RIAs
- #2,743 of 17,210
- Rank in Florida
- #16 of 343
- Individual clients
- 7,147
- High-net-worth clients
- 831
- Accounts
- 14,361
- Discretionary
- 83% of AUM
- Employees
- 74
- Advisory staff
- 67
- Offices
- 37
Owners and executives on its Form ADV
- John L. CsengeManaging Member/president
- Eric J. CaissePartner
- Michael D. SchmidtkeChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Csenge Advisory Group, LLC is a hybrid RIA: 30 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Integrity Alliance as the broker-dealer its advisers are registered with.
Other Financial Industry Activities and Affiliations As explained under “Fees and Compensation” above, your advisor representative may be licensed as a registered representative through Integrity Alliance.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 831 | $2.0B | 64% |
| Individuals | 6,316 | $1.1B | 34% |
| Corporations or other businesses | 48 | $64M | 2% |
| Charitable organizations | 4 | $0M | <1% |
Disciplinary disclosures
Csenge Advisory Group, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗csenge.com ↗
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Similar-size RIAs in Florida
All of Florida →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Certuity, LLCNorth Palm Beach | $3.3B | 464 |
| Cumberland AdvisorsSarasota | $3.2B | 1,091 |
| Evensky & Katz/foldes Wealth ManagementCoral Gables | $3.2B | 1,165 |
| Cyndeo Wealth PartnersSt. Petersburg | $3.2B | 1,219 |
| Certified Advisory CorpAltamonte Springs | $3.0B | 2,476 |
| Mmbg Investment Advisors Co.Miami | $3.0B | 137 |
Background
Questions
How much does Csenge Advisory Group, LLC manage?
Csenge Advisory Group, LLC reports $3.2B in regulatory assets under management across 14,361 accounts, 83% of it on a discretionary basis, on its Form ADV filed July 24, 2026.
How many clients does Csenge Advisory Group, LLC have?
It reports 7,147 individual clients: 831 high-net-worth individuals and 6,316 other individuals. Individuals account for about 98% of its regulatory assets.
Where is Csenge Advisory Group, LLC headquartered?
Its main office is in Clearwater, Florida. It reports 37 offices in total and 74 employees, 67 of whom perform investment advisory functions.
How does Csenge Advisory Group, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Csenge Advisory Group, LLC use?
It reports 3 custodians for its clients’ separately managed accounts: Fidelity, BNY Pershing and Charles Schwab. On Schedule D of its Form ADV filed July 24, 2026, it reports these amounts held: Fidelity ($954M); BNY Pershing ($629M); Charles Schwab ($340M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Csenge Advisory Group, LLC a hybrid RIA with a broker-dealer?
Csenge Advisory Group, LLC is a hybrid RIA: 30 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Csenge Advisory Group, LLC a fiduciary?
As an SEC-registered investment adviser, Csenge Advisory Group, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 30 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Csenge Advisory Group, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →