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Csenge Advisory Group, LLC

● SEC registered since 2011CRD 131167SEC# 801-72792Clearwater, FL
Export (members)
Reg. AUM
$3.17B
Employees
74
Accounts
14,361
Location
Clearwater, FL

Csenge Advisory Group, LLC assets under management

Csenge Advisory Group, LLC is a registered investment adviser overseen by the SEC based in Clearwater, FL. The firm has been registered since 2011. It reports $3.2 billion in regulatory assets under management and employs 74 people.

Csenge Advisory Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Eric Jason Caisse ControlPartner10-25%2017
John Louis Csenge ControlManaging Member/President50-75%2000
Michael David Schmidtke ControlChief Compliance OfficerUnder 5%2024

Frequently asked questions

How much does Csenge Advisory Group, LLC manage?

Csenge Advisory Group, LLC reports $3.2 billion in regulatory assets under management on its Form ADV.

How many employees does Csenge Advisory Group, LLC have?

Csenge Advisory Group, LLC reports 74 employees.

Where is Csenge Advisory Group, LLC located?

Csenge Advisory Group, LLC is based in Clearwater, FL and has been SEC-registered since 2011.

Does Csenge Advisory Group, LLC disclose fund performance?

Csenge Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4755 East Bay Drive, Clearwater, FL 33764
Phone727-437-6000
Fax727-437-6650
Office hours8:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$3.17B▲ 10%
Mar '25 — $2.88BApr '25 — $2.88BMay '25 — $2.88BJun '25 — $2.88BJul '25 — $2.88BAug '25 — $2.88BSep '25 — $2.88BOct '25 — $2.88BNov '25 — $2.88BDec '25 — $2.88BJan '26 — $2.88BFeb '26 — $2.88BMar '26 — $3.17BApr '26 — $3.17BMay '26 — $3.17BJun '26 — $3.17B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers

Assets under management

$3.17Bregulatory AUM
Discretionary $2.63BNon-discretionary $535.9M