$3.2B Total AUM
$2.6B Disc. AUM
9.4% 3Y CAGR
74 Employees
7,199 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing · SEI · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- WaveRidge delta +more
- Established Date
- 11-01-2000
- Office Locations
- 50
Office Locations
110 N. Phoenixville Pike, Suite 300 Malvern PA
1120 28th AVE N Ste. D Fargo ND
1151 A South Willow Ave. Cookeville TN
About Csenge Advisory Group, LLC
Csenge Advisory Group is a Clearwater, FL wealth management and financial planning firm focused on simplifying clients’ financial lives through integrated advice, investment management, and retirement planning. The team also supports a broader network of affiliated advisors (25+ firms, 70+ advisors). They custody assets with major platforms such as Schwab and Fidelity and allocate across public funds and ETFs.
Team overview
54 AVG AGE
$47.3M AVG AUM / ADVISOR
$440.3K AVG AUM / CLIENT
4.6 yrs AVG TENURE
74 Employees
67 Advisory Reps
67 RIA Reps
25yrs Firm Age
Insights
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Client Personas
Quantum atlas
Custodian
Vertex
Investment Themes
Alpha Delta quantum Element
Investment Vehicles
Atlas
Platform
Ember ridge Atlas legacy
Services
Ember beacon Fusion quantum Ridge foundation Prime Meridian Frontier
Technology
Focus North Pioneer
Owner & Executives
JOHN LOUIS CSENGE JR
Managing Member, President
- CRD
- #703680
- Ownership
- 50% but less than 75%
(851) 419-5149
foundation.signal@capitalcapital.com
in linkedin.com/in/vector-unison
ERIC JASON CAISSE
PARTNER
- CRD
- #2918662
- Ownership
- 10% but less than 25%
(296) 520-1035
horizon.pathway@embercapital.com
in linkedin.com/in/delta-zenith
V
Vital pathway
Pathway ridge meridian
- CRD
- #24596
- Ownership
- 17.2%
(382) 414-3058
focus.capital@vertexcapital.com
in linkedin.com/in/eagle-oak
Showing 2 of 3 owners & executives
Unlock allContacts
DOROTHY ANN AUSTGEN
Owner
- CRD
- #3263405
(479) 485-3791
delta.optima@bridgecapital.com
in linkedin.com/in/momentum-oak
R
Roger Paul Bedillion
Managing Director
- CRD
- #854800
(976) 985-2910
pioneer.value@northcapital.com
in linkedin.com/in/insight-alpha
A
Alpha foundation
Crest momentum meridian
- CRD
- #53477
(775) 401-4688
fusion.summit@unisoncapital.com
in linkedin.com/in/matrix-delta
Showing 2 of 74 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,633,801,855 | $221,551 |
| Non-Discretionary | $535,919,636 | $216,708 |
| Total | $3,169,721,491 | $220,717 |
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Separately Managed Accounts
Total SMA Asset: $3,169,721,491
Public Funds:
14.0% Equity - Exchange:
6.1% Cash:
13.6% Other:
6.5% Corporate - Investment Grade:
5.8% Equity - OTC:
11.5% Municipal Bonds:
20.5% Other:
22.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,121,156,005 | 14.0% |
| Equity - Exchange | $488,503,688 | 6.1% |
| Cash | $1,089,122,976 | 13.6% |
| Other | $520,536,717 | 6.5% |
| Corporate - Investment Grade | $464,478,916 | 5.8% |
| Equity - OTC | $920,949,576 | 11.5% |
| Municipal Bonds | $1,641,692,722 | 20.5% |
| Other | $1,761,816,579 | 22.0% |
| Total | $8,008,257,179 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM PATHWAY EAGLE | SIGNAL DELTA | OXQLVPSCR | BMOXE | 1.89% | $20,226,677 |
| PIONEER HARBOR LEGACY | VERTEX FUSION | 7VNSTWLG0 | ILSW | 5.96% | $31,027,910 |
| PRIME VECTOR PIONEER | EAGLE CATALYST | LMC0JMCKJ | MVAK | 7.95% | $15,929,394 |
| ELEMENT ZENITH | RADIAL EAGLE | BBU967YJ1 | DFNO | 12.04% | $99,935,504 |
| ATLAS MATRIX DELTA | VECTOR PRIME | XAHGE92W0 | CEXJ | 1.12% | $46,579,910 |
| FOCUS SUMMIT | PEAK PRIME | L2CXAILK9 | MYURN | 12.56% | $117,823,228 |
| BEACON FOUNDATION FRONTIER | MERIDIAN NORTH | OQ5DXB7E4 | MAN | 1.35% | $31,080,046 |
| MERIDIAN RIDGE ZENITH | UNISON NORTH | 2Y1HNUTK2 | YDZK | 9.48% | $8,357,744 |