Csenge Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clearwater, FL. Its latest Form ADV filing, dated March 25, 2026, reports $3.2B in regulatory assets under management, 74 employees, 36 offices, and 14,361 accounts.
Assets Under Management
$3.2B
Employees
74
Offices
36 offices
Total Clients
7,199
Primary office
CLEARWATER, FL
4755 EAST BAY DRIVE, CLEARWATER, FL, United States
Top client segmentIndividuals represent 87.7% of total clients.
Top client categories% of clientsClients
1
Individuals
87.7%
6,316
2
HNWI
11.5%
831
3
Corporations
0.7%
48
4
Charitable
0.1%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.2Bas of March 25, 2026
Discretionary83.1%
$2.6B
83% of total RAUM83.1%
Non-discretionary16.9%
$536M
17% of total RAUM16.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.2B
Total Accounts14,361
10Y AUM Change+$2.9B (+952.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees74
Clients per Employee97:1
10Y Employee Change+39 (+111.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.