Csenge Advisory Group, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 131167
· SEC file 801-72792
· Clearwater, FL
· www.athenianprivateclientgroup.com
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ADV data as of Jul 24, 2026
- Regulatory AUM
- $3.2B
- Discretionary
- $2.6B
- Clients
- 7,199
- Avg AUM / client
- $440K
- Accounts
- 14,361
- Employees
- 74
AUM over time
$116M
$3.2B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6,316 | $1.1B | 34.5% |
| High net worth individuals | 831 | $2.0B | 63.5% |
| Charitable organizations | 4 | $301K | 0.01% |
| Corporations and other businesses | 48 | $63.8M | 2.01% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Sensidyne, Lp 401(k) Plan Sensidyne, Lp | 2024 | |
| Golden Triangle Planning And Development District, Inc. Tax Sheltered Annuity Plan Golden Triangle Planning And Development District, Inc. | 2024 |
People (74)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Louis Csenge | Managing Member/President | CFP | Apr 2000 (26y) | 50% – 75% |
| Eric Jason Caisse | Partner | CFP | Feb 2001 (25y) | 10% – 25% |
| Michael David Schmidtke | Chief Compliance Officer | Dec 2024 (2y) | Less than 5% | |
| Blaine Patrick Hess | Registered representative | CFP | Oct 2011 (15y) | |
| Troy Alonzo Young | Registered representative | CFP | Oct 2011 (15y) | |
| Henry John Kulig | Registered representative | Nov 2011 (15y) | ||
| John Louis Csenge | Registered representative | CFP | Aug 2016 (10y) | |
| Larry Jefferson Tolbert | Registered representative | Sep 2016 (10y) | ||
| Christopher Edward Csenge | Registered representative | CFP | Dec 2016 (10y) | |
| Eric Dale Grant | Registered representative | Jan 2018 (9y) | ||
| Jonathan Peter Sowa | Registered representative | Feb 2019 (7y) | ||
| Roger Paul Bedillion | Registered representative | May 2019 (7y) | ||
| James Bradley Teegarden | Registered representative | Mar 2020 (6y) | ||
| James Alexander Waters | Registered representative | May 2020 (6y) | ||
| Michael Ray Webb | Registered representative | May 2020 (6y) | ||
| Allen Ray Taylor | Registered representative | May 2020 (6y) | ||
| Donald R. Hall | Registered representative | May 2020 (6y) | ||
| Shawn Ray Seilback | Registered representative | Sep 2020 (6y) | ||
| Sean William Moneypenny | Registered representative | CFP | Dec 2020 (6y) | |
| Andrew R Macdougall | Registered representative | CFP Chartered Financial Consultant | Feb 2021 (5y) | |
| Aviva Esther Sapers | Registered representative | Feb 2021 (5y) | ||
| Becky Wilder Ruthven | Registered representative | CFP | May 2021 (5y) | |
| Dorothy Ann Austgen | Registered representative | CFP | May 2021 (5y) | |
| Rosemary Elizabeth Myers | Registered representative | Jun 2021 (5y) | ||
| Stephen Wayne Wingard | Registered representative | Aug 2021 (5y) | ||
| Shelley Leavitt Nadel | Registered representative | CFP | Sep 2021 (5y) | |
| Dan Christian Roehm | Registered representative | CFP | Nov 2021 (5y) | |
| Norman Douglas Hostetler | Registered representative | CFP Chartered Financial Consultant | Apr 2022 (4y) | |
| Sean Biggs | Registered representative | Jun 2022 (4y) | ||
| David Kirk Stites | Registered representative | CFP | Jun 2022 (4y) | |
| James Lyle Cannon | Registered representative | Jun 2022 (4y) | ||
| Jeremy Tate Corley | Registered representative | Jun 2022 (4y) | ||
| John Barton Kent | Registered representative | Jun 2022 (4y) | ||
| Stephanie Michelle Flatt | Registered representative | Jun 2022 (4y) | ||
| Travis Wayne Giffey | Registered representative | Jun 2022 (4y) | ||
| Adam Jameson Smith | Registered representative | Jul 2022 (4y) | ||
| Julie Roberts Talbot | Registered representative | Aug 2022 (4y) | ||
| Anthony Richard Pampel | Registered representative | Sep 2022 (4y) | ||
| Kyle Harrison | Registered representative | Oct 2022 (4y) | ||
| Aiden Wells Pierce | Registered representative | Jan 2023 (4y) | ||
| Peter Louis Kane | Registered representative | Feb 2023 (3y) | ||
| Matthew Robert Losanno | Registered representative | Chartered Financial Consultant | Mar 2023 (3y) | |
| Christopher Matthew Woodard | Registered representative | CFP | May 2023 (3y) | |
| Spiros Vassilakos | Registered representative | Sep 2023 (3y) | ||
| Joseph Campedelli | Registered representative | Nov 2023 (3y) | ||
| Elyott Benjamin Silverstein | Registered representative | CFP | Jan 2024 (3y) | |
| Tawna Leah Hermanson | Registered representative | Jan 2024 (3y) | ||
| Michael Joseph Grimm | Registered representative | CFP | Oct 2024 (2y) | |
| Marcus Shelby Woods | Registered representative | Dec 2024 (2y) | ||
| Chris Hall Wakefield | Registered representative | Jan 2025 (2y) | ||
| Pamela Diana Fitzpatrick | Registered representative | Jan 2025 (2y) | ||
| Jason Weichbrodt | Registered representative | Jan 2025 (2y) | ||
| Brennan Mcgowan Decima | Registered representative | CFP | Jan 2025 (2y) | |
| Garrett Tracht | Registered representative | Mar 2025 (1y) | ||
| Harold Dunbar Cooley | Registered representative | Apr 2025 (1y) | ||
| Nicholas Craig Morrison | Registered representative | CFP | May 2025 (1y) | |
| John Thomas Draper | Registered representative | May 2025 (1y) | ||
| James Moss Madden | Registered representative | Jun 2025 (1y) | ||
| Charles Hunter Todd | Registered representative | Jul 2025 (1y) | ||
| Donald J Fancher | Registered representative | Jul 2025 (1y) | ||
| Leonardo Irizarri | Registered representative | Aug 2025 (1y) | ||
| Allix C Dennis | Registered representative | Sep 2025 (1y) | ||
| Jason Matthew Haddad | Registered representative | Sep 2025 (1y) | ||
| William Ellis Webb | Registered representative | Jan 2026 (1y) | ||
| William Vahey | Registered representative | CFA | Jan 2026 (1y) | |
| Noel Gabriel David | Registered representative | Jan 2026 (1y) | ||
| Zane Fowler | Registered representative | Jan 2026 (1y) | ||
| Hugh Gebhardt | Registered representative | Feb 2026 (0y) | ||
| Christine Marie Bristow | Registered representative | Apr 2026 (0y) | ||
| Amanda Woo | Registered representative | Apr 2026 (0y) | ||
| Brian Bruce Bristow | Registered representative | Apr 2026 (0y) | ||
| Christopher Sean Steinsholt | Registered representative | Apr 2026 (0y) | ||
| Christopher Patrick Reid | Registered representative | May 2026 (0y) | ||
| Julia Marie Thayer | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Sensidyne, Lp 401(k) Plan | Sensidyne, Lp | 122 | $8.0M | 01/01/2024 |
| Golden Triangle Planning And Development District, Inc. Tax Sheltered Annuity Plan | Golden Triangle Planning And Development District, Inc. | 103 | $13.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.27 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Investments $954M (30% of AUM) Mar 2026
- Pershing $629M (20% of AUM) Mar 2026
- Assetmark Brokerage, Llc $408M (14% of AUM) Oct 2025
- Charles Schwab & Co. $340M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗