CSENGE ADVISORY GROUP, LLC

CRD 131167File 801-72792

APPROVED

Retail clients

Filing as of Jul 24, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$3.17B

Top 25% of cohort (national)

Discretionary AUM

$2.63B

Non-discretionary $535.9M

Clients

7,199

14,361 accounts

Employees

Top 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Oct 13, 2011
Principal office: 4755 EAST BAY DRIVE, CLEARWATER, FL, 33764
Phone: 727-437-6000
Website: HTTP://CSENGE.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $3.17B
Discretionary AUM: $2.63B
Non-discretionary AUM: $535.9M
Discretionary accounts: 11,888
Non-discretionary accounts: 2,473
Total accounts: 14,361
AUM per client: $440K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	48	$63.8M
Charitable organizations	4	$301K
High net worth individuals	831	$2.01B
Individuals (other than high net worth individuals)	6,316	$1.09B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	79	74	decreased by5
Apr 1, 2026	Clients	6,312	7,199	increased by887
Apr 1, 2026	AUM	$2,882,684,461	$3,169,721,491	increased by$287,037,030
Apr 1, 2026	Accounts	14,643	14,361	decreased by282
May 1, 2025 vs Oct 1, 2022	Employees	52	79	increased by27
May 1, 2025 vs Oct 1, 2022	Clients	3,904	6,312	increased by2,408
May 1, 2025 vs Oct 1, 2022	AUM	$2,351,921,549	$2,882,684,461	increased by$530,762,912
May 1, 2025 vs Oct 1, 2022	Accounts	9,822	14,643	increased by4,821
Apr 1, 2022	Clients	4,063	3,904	decreased by159
Apr 1, 2022	AUM	$1,611,537,425	$2,351,921,549	increased by$740,384,124
Apr 1, 2022	Accounts	7,897	9,822	increased by1,925
Nov 1, 2021	Employees	49	52	increased by3
Jun 1, 2021	Employees	44	49	increased by5
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CSENGE ADVISORY” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CSENGE ADVISORY” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.