DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Csenge Advisory Group, LLC
Latest filing Jul 24, 2026
First filing on the tape Dec 5, 2011 · 97 filings
SEC status approved since Oct 13, 2011
RAUM
$3.2B
reported, Item 5.F
Discretionary
83%
of RAUM
Private clients
98%
$3.1B individuals and HNW
Advisors
76
registered through the firm on IAPD
RAUM per advisor
$41.7M
derived; firm RAUM over IAPD count
Employees
74
67 advisory (5.B.1)
Offices
36
beyond the principal office
Private funds
0
reported on Schedule D
History
97 filings and snapshots on the tape
RAUM$3.2B as of Jul 24, 2026
Mar 22, 2012$116M then
HNW client RAUM$2.0B as of Jul 24, 2026
Mar 26, 2018$222M then
State-registered IARs (5.B.3)67 as of Jul 24, 2026
Mar 22, 20120 then
Employees (5.A)74 as of Jul 24, 2026
Mar 27, 201316 then
Private funds: no history
RAUM +10.0% over the last fiscal year+12% a year over threeIARs 76 to 67offices 27 to 36
Practice profile
derived from the filing of Jul 24, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $41.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 94derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.4MderivedHNW RAUM over HNW clients
- Average account
- $220,717derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 83%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.1derived37 offices incl. principal (1.F.5)
- RAUM growth, one year
- +10.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- -12%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +14%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, otherreportedItem 5.G
- Wrap fee program
- $679MreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Firms absorbed, 24 months
- 1derivedhalf or more of a firm's advisors moved here within 14 days
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$2.0B64%
- Individuals$1.1B34%
- Corporations and businesses$63.8M2.0%
- Charitable organizations$301,3010.0%
- Individual clients
- 6,316reported
- HNW clients
- 831reported
- Pension plan clients
- 0reported
- Charitable clients
- 4reported
- Accounts
- 14,361reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=30.0derived
Advisors registered through the firm
71 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| John Louis CsengeCertified Financial Planner | Clearwater, Fl | Nov 1, 2000 | 46 y | 3 |
| Eric Jason CaisseCertified Financial Planner | Clearwater, Fl | Feb 20, 2001 | 29 y | 2 |
| Troy Alonzo YoungCertified Financial Planner | Atlanta, Ga | Oct 21, 2011 | 31 y | 6 |
| Blaine Patrick HessCertified Financial Planner | Atlanta, Ga | Oct 21, 2011 | 30 y | 3 |
| Henry John Kulig | Clearwater, Fl | Nov 28, 2011 | 38 y | 1 |
| John Louis CsengeCertified Financial Planner | Clearwater, Fl | Aug 12, 2016 | 15 y | 2 |
| Larry Jefferson Tolbert | Memphis, Tn | Sep 28, 2016 | 25 y | 6 |
| Christopher Edward CsengeCertified Financial Planner | Clearwater, Fl | Dec 2, 2016 | 13 y | 2 |
| Eric Dale Grant | Flossmoor, Il | Jan 16, 2018 | 35 y | 6 |
| Jonathan Peter Sowa | Austin, Tx | Feb 25, 2019 | 21 y | 7 |
| Roger Paul Bedillion | Clearwater, Fl | May 24, 2019 | 44 y | 5 |
| James Bradley Teegarden | Clearwater, Fl | Mar 19, 2020 | 25 y | 6 |
| Michael Ray Webb | Clearwater, Fl | May 1, 2020 | 31 y | 1 |
| James Alexander Waters | Clearwater, Fl | May 1, 2020 | 32 y | 4 |
| Allen Ray Taylor | Clearwater, Fl | May 5, 2020 | 30 y | 2 |
| Donald R. Hall | Clearwater, Fl | May 27, 2020 | 25 y | 2 |
| Shawn Ray Seilback | Clearwater, Fl | Sep 2, 2020 | 44 y | 2 |
| Sean William MoneypennyCertified Financial Planner | Clearwater, Fl | Dec 18, 2020 | 16 y | 3 |
| Andrew R MacdougallCertified Financial Planner, Chartered Financial Consultant | Clearwater, Fl | Feb 9, 2021 | 11 y | 3 |
| Aviva Esther Sapers | Newton, Ma | Feb 23, 2021 | 41 y | 4 |
| Becky Wilder RuthvenCertified Financial Planner | Houston, Tx | May 6, 2021 | 26 y | 1 |
| Rosemary Elizabeth Myers | Chattanooga, Tn | Jun 28, 2021 | 16 y | 1 |
| Stephen Wayne Wingard | Heath, Tx | Aug 4, 2021 | 30 y | 4 |
| Shelley Leavitt NadelCertified Financial Planner | Houston, Tx | Sep 7, 2021 | 18 y | 3 |
| Dan Christian RoehmCertified Financial Planner | Clearwater, Fl | Nov 30, 2021 | 17 y | 4 |
| Norman Douglas HostetlerCertified Financial Planner, Chartered Financial Consultant | Ellicott City, Md | Apr 26, 2022 | 45 y | 3 |
| Sean Biggs | Clearwater, Fl | Jun 15, 2022 | 13 y | 0 |
| James Lyle Cannon | Clearwater, Fl | Jun 17, 2022 | 31 y | 4 |
| John Barton Kent | Clearwater, Fl | Jun 17, 2022 | 24 y | 2 |
| Jeremy Tate Corley | Clarksville, Tn | Jun 17, 2022 | 27 y | 2 |
| Stephanie Michelle Flatt | Cookeville, Tn | Jun 17, 2022 | 25 y | 2 |
| Adam Jameson Smith | Birmingham, Al | Jul 27, 2022 | 14 y | 0 |
| Julie Roberts Talbot | Clearwater, Fl | Aug 16, 2022 | 34 y | 2 |
| Anthony Richard Pampel | Clearwater, Fl | Sep 1, 2022 | 18 y | 7 |
| Kyle Harrison | Mckinney, Tx | Oct 20, 2022 | 24 y | 1 |
| Aiden Wells Pierce | Clearwater, Fl | Jan 3, 2023 | 10 y | 0 |
| Peter Louis Kane | Clearwater, Fl | Feb 24, 2023 | 13 y | 0 |
| Matthew Robert LosannoChartered Financial Consultant | Clearwater, Fl | Mar 21, 2023 | 12 y | 2 |
| Christopher Matthew WoodardCertified Financial Planner | Clearwater, Fl | May 26, 2023 | 24 y | 0 |
| Spiros Vassilakos | Tarpon Springs, Fl | Sep 22, 2023 | 25 y | 5 |
Advisor movement
7 left, 14 joined in 12 months
net +7 in 12 months1 left in 90 days1 joined in 90 daysdeparture rate 9.2% of current headcount33 left over 36 months
Left, latest
- Michael Joseph Grimm to Schwab Wealth Advisory, Inc.Jul 31, 2026 · Other
- Michael Christian Gray to Creative Financial Designs, Inc.Apr 29, 2026 · RIA to affiliated broker-dealer or bank
- Braiden Simpson to Legacy FoliosFeb 26, 2026 · RIA to a state-registered adviser
- Joseph Anthony Nappi to Legacy FoliosFeb 26, 2026 · RIA to a state-registered adviser
- Trevor Lee Scott to Vanguard Advisers, Inc.Feb 13, 2026 · RIA to affiliated broker-dealer or bank
- Martin Webb Koonce to Lion Street Advisors, LLCFeb 12, 2026 · RIA to affiliated broker-dealer or bank
- Jordan Christopher Maruszak to Balefire, LLCDec 4, 2025 · RIA to RIA
- Jeffrey Kistler Jones to MML Investors Services, LLCAug 29, 2025 · RIA to affiliated broker-dealer or bank
- Shawn Thomas Higginbotham to MML Investors Services, LLCAug 29, 2025 · RIA to affiliated broker-dealer or bank
- Gavin Daniel Butts to Dynasty Wealth Management, LLCJul 18, 2025 · Other
- Venzon Vicencio Aromin to Fsc Securities CorporationJul 14, 2025 · Other
- Christopher D Fay to Balefire, LLCMar 31, 2025 · RIA to RIA
- Blair M Enfield to Balefire, LLCMar 31, 2025 · RIA to RIA
- Lindsey Pate Gresham to Balefire, LLCMar 31, 2025 · RIA to RIA
- William August Kientz to Balefire, LLCMar 31, 2025 · RIA to RIA
Joined, latest
- Brandon Walter Stukus from Osaic Wealth, Inc.Jul 28, 2026 · Affiliated broker-dealer or bank to independent RIA
- Christopher Patrick Reid from Woodward Financial Advisors, Inc.May 8, 2026 · RIA to RIA
- Christopher Sean Steinsholt from Ameriprise Financial Services, LLCApr 20, 2026 · Affiliated broker-dealer or bank to independent RIA
- Amanda Woo from Strategic Advisers LLCApr 9, 2026 · Affiliated broker-dealer or bank to independent RIA
- Brian Bruce Bristow from Cuna Brokerage Services, Inc.Apr 9, 2026 · Affiliated broker-dealer or bank to independent RIA
- Christine Marie Bristow from Empower Advisory Group, LLCApr 8, 2026 · Affiliated broker-dealer or bank to independent RIA
- Hugh Gebhardt from Elevate Financial Planning And Wealth ManagementFeb 3, 2026 · RIA to RIA
- Noel Gabriel David from Vaikus Advisory Group, LLCJan 21, 2026 · Other
- Zane Fowler from Sound Income Strategies, LLCJan 21, 2026 · RIA to RIA
- William Ellis Webb from Compass Advisory Partners LLCJan 2, 2026 · Other
- Trevor Lee Scott from Peak American Investment Advisors, Inc.Oct 30, 2025 · RIA to RIA
- Joseph Anthony Nappi from Peak American Investment Advisors, Inc.Oct 29, 2025 · RIA to RIA
- Braiden Simpson from Peak American Investment Advisors, Inc.Oct 28, 2025 · RIA to RIA
- Jason Matthew Haddad from Independent Financial PartnersSep 17, 2025 · Affiliated broker-dealer or bank to independent RIA
- Allix C Dennis from Lion Street Advisors, LLCSep 3, 2025 · Affiliated broker-dealer or bank to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Legacy FoliosFeb 26, 2026 · Dallas, Tx
- 2 left for MML Investors Services, LLCAug 29, 2025 · Clearwater, Fl
- 8 left for Balefire, LLCMar 31, 2025 · Clearwater, Fl
- 2 left for Duncan Williams Asset Management, LLCOct 29, 2024 · Memphis, Tn
- 2 left for Park Square Financial Group LLCSep 18, 2024 · Clearwater, Fl
- 2 left for Merkkuri Wealth Advisors LLCMay 31, 2024 · Hicksville,, Ny
- 2 left for Ilg Private Wealth, Inc.Apr 16, 2018 · Clearwater, Fl
- 2 joined from Lion Street Advisors, LLCNov 3, 2025 · Newton, Ma
- 4 joined from Lion Street Advisors, LLCNov 3, 2025 · Austin, Tx
- 3 joined from Peak American Investment Advisors, Inc.Jul 17, 2025 · Plano, Tx
- 6 joined from Compass Advisory Partners LLCMar 27, 2025 · Cookeville, Tn · Firm absorbed
- 2 joined from Kestra Advisory Services, LLCFeb 5, 2021 · Hicksville, Ny
- 3 joined from Kestra Advisory Services, LLCSep 27, 2019 · Ridgeland, Ms
- 2 joined from Fsc Securities CorporationSep 6, 2019 · Birmingham, Al
- 6 joined from Fsc Securities CorporationJul 31, 2018 · Clearwater, Fl
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Jason Eric Caisse · Partner Officercontrolsince 11/2017 · owns 10% to 25%
- Louis John Csenge · Managing Member/Presidentcontrolsince 04/2000 · owns 50% to 75%
- David Michael Schmidtke · Chief Compliance Officercontrolsince 12/2024 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Clearwater, Fl · principal | 70 | 15 | 4 | ||
| Cookeville, Tn | 7 | 1 | 0 | ||
| Raleigh, Nc | 4 | 2 | 0 | ||
| Birmingham, Al | 4 | 0 | 0 | ||
| Houston, Tx | 4 | 2 | 0 | ||
| Newton, Ma | 3 | 0 | 0 | ||
| Dallas, Tx | 3 | 1 | 2 | 1 | |
| Cumming, Ga | 2 | 1 | 0 | ||
| Atlanta, Ga | 2 | 0 | 0 | ||
| Boulder, Co | 2 | 1 | 0 | ||
| Brentwood, Tn | 2 | 1 | 0 | ||
| Chattanooga, Tn | 2 | 0 | 0 | ||
| Clarksville, Tn | 2 | 0 | 0 | ||
| Cordova, Tn | 2 | 1 | 0 | ||
| Crown Point, In | 2 | 0 | 0 | ||
| Mckinney, Tx | 2 | 0 | 0 | ||
| Memphis, Tn | 2 | 1 | 0 | ||
| Ridgeland, Ms | 1 | 0 | 0 | ||
| Mount Washington, Ky | 0 | 0 | 0 | ||
| Buford, Ga | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Cookeville, TN11 employees
- Ridgeland, MS9 employees
- Memphis, TN4 employees
- Cookeville, TN3 employees
- Crown Point, IN3 employees
- Birmingham, AL3 employees
- Newton, MA3 employees
- Clarksville, TN2 employees
- Boulder, CO2 employees
- Cookeville, TN2 employees
- Roswell, GA2 employees
- Atlanta, GA2 employees
- Hoover, AL2 employees
- New Smyrna Beach, FL1 employees
- Raleigh, NC1 employees
- Tampa, FL1 employees
- Tarpon Springs, FL1 employees
- Fargo, ND1 employees
- Brentwood, TN1 employees
- Chattanooga, TN1 employees
- Clarksville, MD1 employees
- Cordova, TN1 employees
- Flossmoor, IL1 employees
- Fort Lauderdale, FL1 employees
- Houston, PA1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jul 24, 2026Schmidtke, Michael, David (CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2024-12-16 and 2026-07-24peers: independent wealth managers, $1B to $5B (1,360)
- HNW share shiftChange between filings · filing Mar 25, 2026HNW share of RAUM moved from 48.0% to 64.0% between the annual amendments of 2025-03-25 and 2026-03-25peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Accounts · 14,643 to 14,361Oct 31, 2025 to Mar 25, 2026
- Advisory employees · 76 to 67Oct 31, 2025 to Mar 25, 2026
- BD registered reps · 61 to 30Oct 31, 2025 to Mar 25, 2026
- Corporate clients · 40 to 48Oct 31, 2025 to Mar 25, 2026
- HNW clients · 501 to 831Oct 31, 2025 to Mar 25, 2026
- Individual clients · 5,766 to 6,316Oct 31, 2025 to Mar 25, 2026
- Employees · 79 to 74Oct 31, 2025 to Mar 25, 2026
- State-registered IARs · 76 to 67Oct 31, 2025 to Mar 25, 2026
- Other offices · 27 to 36Oct 31, 2025 to Mar 25, 2026
- Discretionary RAUM · $2.3B to $2.6BOct 31, 2025 to Mar 25, 2026
- HNW RAUM · $1.4B to $2.0BOct 31, 2025 to Mar 25, 2026
- Individual RAUM · $1.4B to $1.1BOct 31, 2025 to Mar 25, 2026
- Non-discretionary RAUM · $609M to $536MOct 31, 2025 to Mar 25, 2026
- RAUM · $2.9B to $3.2BOct 31, 2025 to Mar 25, 2026
- Financial planning clients · 101-250 to 101-250Jun 10, 2025 to Jul 14, 2025
- Accounts · 14,675 to 14,643Dec 16, 2024 to Mar 25, 2025
- Charity clients · 5 to 4Dec 16, 2024 to Mar 25, 2025
- Corporate clients · 38 to 40Dec 16, 2024 to Mar 25, 2025
- HNW clients · 492 to 501Dec 16, 2024 to Mar 25, 2025
- Individual clients · 5,095 to 5,766Dec 16, 2024 to Mar 25, 2025
- Discretionary RAUM · $2.2B to $2.3BDec 16, 2024 to Mar 25, 2025
- HNW RAUM · $1.2B to $1.4BDec 16, 2024 to Mar 25, 2025
- Individual RAUM · $1.5B to $1.4BDec 16, 2024 to Mar 25, 2025
- Non-discretionary RAUM · $564M to $609MDec 16, 2024 to Mar 25, 2025
- RAUM · $2.8B to $2.9BDec 16, 2024 to Mar 25, 2025
- Accounts · 13,504 to 14,675Feb 28, 2024 to Mar 27, 2024
- Advisory employees · 69 to 76Feb 28, 2024 to Mar 27, 2024
- BD registered reps · 55 to 61Feb 28, 2024 to Mar 27, 2024
- Corporate clients · 42 to 38Feb 28, 2024 to Mar 27, 2024
- HNW clients · 513 to 492Feb 28, 2024 to Mar 27, 2024
- Individual clients · 5,601 to 5,095Feb 28, 2024 to Mar 27, 2024
- Employees · 85 to 79Feb 28, 2024 to Mar 27, 2024
- Insurance-licensed employees · 5 to 21Feb 28, 2024 to Mar 27, 2024
- State-registered IARs · 69 to 76Feb 28, 2024 to Mar 27, 2024
- Discretionary RAUM · $1.7B to $2.2BFeb 28, 2024 to Mar 27, 2024
- HNW RAUM · $1.2B to $1.2BFeb 28, 2024 to Mar 27, 2024
- Individual RAUM · $1.1B to $1.5BFeb 28, 2024 to Mar 27, 2024
- Non-discretionary RAUM · $610M to $564MFeb 28, 2024 to Mar 27, 2024
- RAUM · $2.3B to $2.8BFeb 28, 2024 to Mar 27, 2024
- Related adviser · false to trueFeb 28, 2024 to Mar 27, 2024
Signals
60 dated events
- Michael Joseph Grimm left Csenge Advisory Group, Llc for Schwab Wealth Advisory, Inc. (registered 2026-09-04)Jul 31, 2026 · Advisor changed firm · fact
- Michael Christian Gray left Csenge Advisory Group, Llc for Creative Financial Designs, Inc. (registered 2026-04-29)Apr 29, 2026 · Advisor changed firm · fact
- Csenge Advisory Group, Llc reported 36 offices beyond its principal office, up from 27 (2025-10-31 to 2026-03-25)Mar 25, 2026 · Office count change · derived
- Joseph Anthony Nappi left Csenge Advisory Group, Llc for Legacy Folios (registered 2026-03-12)Feb 26, 2026 · Advisor changed firm · fact
- Braiden Simpson left Csenge Advisory Group, Llc for Legacy Folios (registered 2026-03-12)Feb 26, 2026 · Advisor changed firm · fact
- 2 advisors left Csenge Advisory Group, LLC (Dallas, TX) for Legacy Folios on the same dayFeb 26, 2026 · Team lift-out · derived
- Trevor Lee Scott left Csenge Advisory Group, Llc for Vanguard Advisers, Inc. (registered 2026-05-08)Feb 13, 2026 · Advisor changed firm · fact
- Martin Webb Koonce left Csenge Advisory Group, Llc for Lion Street Advisors, Llc (registered 2025-05-08)Feb 12, 2026 · Advisor changed firm · fact
- Jordan Christopher Maruszak left Csenge Advisory Group, Llc for Balefire, Llc (registered 2026-01-14)Dec 4, 2025 · Advisor changed firm · fact
- 2 advisors left Lion Street Advisors, LLC (Newton, MA) for Csenge Advisory Group, LLC on the same dayNov 3, 2025 · Team lift-out · derived
- 4 advisors left Lion Street Advisors, LLC (Austin, TX) for Csenge Advisory Group, LLC on the same dayNov 3, 2025 · Team lift-out · derived
- Jeffrey Kistler Jones left Csenge Advisory Group, Llc for Mml Investors Services, Llc (registered 2025-09-08)Aug 29, 2025 · Advisor changed firm · fact
- Shawn Thomas Higginbotham left Csenge Advisory Group, Llc for Mml Investors Services, Llc (registered 2025-10-01)Aug 29, 2025 · Advisor changed firm · fact
- 2 advisors left Csenge Advisory Group, LLC (Clearwater, FL) for MML Investors Services, LLC on the same dayAug 29, 2025 · Team lift-out · derived
- Gavin Daniel Butts left Csenge Advisory Group, Llc for Dynasty Wealth Management, Llc (registered 2025-11-03)Jul 18, 2025 · Advisor changed firm · fact
- 3 advisors left Peak American Investment Advisors, Inc. (Plano, TX) for Csenge Advisory Group, LLC within 5 daysJul 17, 2025 · Team lift-out · derived
- Venzon Vicencio Aromin left Csenge Advisory Group, Llc for Fsc Securities Corporation (registered 2014-11-04)Jul 14, 2025 · Advisor changed firm · fact
- Lindsey Pate Gresham left Csenge Advisory Group, Llc for Balefire, Llc (registered 2025-04-01)Mar 31, 2025 · Advisor changed firm · fact
- Christopher Allen Tipton left Csenge Advisory Group, Llc for Balefire, Llc (registered 2025-04-24)Mar 31, 2025 · Advisor changed firm · fact
- Christopher D Fay left Csenge Advisory Group, Llc for Balefire, Llc (registered 2025-04-24)Mar 31, 2025 · Advisor changed firm · fact
- Stephen Cary Kinsley left Csenge Advisory Group, Llc for Balefire, Llc (registered 2025-04-01)Mar 31, 2025 · Advisor changed firm · fact
- Jason Simpson Hester left Csenge Advisory Group, Llc for Balefire, Llc (registered 2026-01-01)Mar 31, 2025 · Advisor changed firm · fact
- William August Kientz left Csenge Advisory Group, Llc for Balefire, Llc (registered 2025-04-01)Mar 31, 2025 · Advisor changed firm · fact
- George Wesley Hester left Csenge Advisory Group, Llc for Balefire, Llc (registered 2025-04-01)Mar 31, 2025 · Advisor changed firm · fact
- Harold Dunbar Cooley left Csenge Advisory Group, Llc for Balefire, Llc (registered 2025-04-01)Mar 31, 2025 · Advisor changed firm · fact
- Will K Knight left Csenge Advisory Group, Llc for Balefire, Llc (registered 2025-04-24)Mar 31, 2025 · Advisor changed firm · fact
- Blair M Enfield left Csenge Advisory Group, Llc for Balefire, Llc (registered 2025-05-01)Mar 31, 2025 · Advisor changed firm · fact
- 9 advisors left Csenge Advisory Group, LLC (Clearwater, FL) for Balefire, LLC on the same dayMar 31, 2025 · Team lift-out · derived
- Compass Advisory Partners LLC's advisors moved to Csenge Advisory Group, LLC (Cookeville, TN): 6 of 9 registered, on the same dayMar 27, 2025 · Firm absorbed (people side) · derived
- Zachary Ryan Wooten left Csenge Advisory Group, Llc for Capital Markets Iq, Llc (registered 2025-04-29)Mar 24, 2025 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/impactwealth/aboutreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/cinder-wealth-advisorsreportedpublic record, Form ADV, Sep 17, 2026
- Website
- ColterDennis.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 727-437-6000reportedpublic record, Form ADV, Jul 24, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $41.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026