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CSENGE ADVISORY GROUP, LLC

CLEARWATER, FL · CRD 131167 · IAPD ↗ · 727-437-6000

$3.17BRegulatory AUM
67Advisory reps
74Employees
0Clients
101-250Planning clients
0Private funds
45States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — CSENGE ADVISORY GROUP, LLC shrank from 76 to 67 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2026 — CSENGE ADVISORY GROUP, LLC added office(s): 27 -> 36 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
January 2025 — CSENGE ADVISORY GROUP, LLC notice-filed in RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — CSENGE ADVISORY GROUP, LLC notice-filed in SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
77
April 2024 — CSENGE ADVISORY GROUP, LLC grew from 69 to 76 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.