CSENGE ADVISORY GROUP, LLC

RIASEC RegisteredEst. 2011
Total AUM
$3.2B
Discretionary
$2.6B
83% of AUM
Avg account
$221K
Accounts
14,361
Employees
74
Advisory reps
74

Firm details

Headquarters
CLEARWATER, Florida
CRD number
131167
Registered since
October 13, 2011
Website
www.csenge.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI63.51%
  • Individuals34.46%
  • Corporations / Businesses2.01%
  • Charitable Organizations0.01%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Csenge Advisory Group, LLC is an independent registered investment adviser formed in 2011 and organized as an LLC. The firm serves both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Its fees combine asset‑based charges with hourly and fixed fees, and it operates as a capital allocator that directs client capital to third‑party managers when appropriate. The firm is not positioned as an active ESG investor. Csenge was named among the Financial Times’ Top 300 RIA Firms in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 62%, Exchange Traded Equities 21%, Cash & Cash Equivalents 9%, Other 6%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%62%
  • Public Funds/Mutual Funds62%
  • Exchange Traded Equities21%
  • Cash & Cash Equivalents9%
  • Other6%
  • Non-Exchange Traded Equities1%

Owners & executives

3 of 7

  • JAMES TEEGARDEN

    CEOCRD 2812366

  • ERIC CAISSE

    Chief Investment Officer & PartnerCRD 2918662

  • Michael Schmidtke

    Chief Compliance OfficerCRD 5356594

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Contacts

3 of 67

  • Christine Bristow

    Head of OperationsCRD 3071731

  • Christopher Woodard

    Vice PresidentCRD 4368047

  • Anthony Pampel

    Investment Advisor RepresentativeCRD 5519811

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 470

Active vs passive

$2.4B in ETFs

Passive

69%

$1.7B

Active

30%

$764M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP)InvescoPassiveLarge Blend$117M607,9654.80%
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Location

Primary office

CLEARWATER, FL

PINELLAS

Location

CLEARWATER, FL

Headquartered in CLEARWATER, FL, in the South of the United States.

Region
South
County
PINELLAS
Address
4755 E Bay Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth