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CSENGE ADVISORY GROUP, LLC

CRD 131167File 801-72792
APPROVED
Retail clients
Filing as of Jul 24, 2026
Feed vintage Aug 17, 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
74
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

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 typeClientsAUM
Other48$63.8M
Charitable organizations4$301K
High net worth individuals831$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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.