Atlanta, GA Cumberland Blvd Office
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Csenge Advisory Group, LLC
Multi-team
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About
Csenge Advisory Group provides investment advisory and retirement-plan consulting to a mix of individuals, high net worth clients, charities, and corporate/business clients. Services described in the brochure include asset management, asset allocation advice, financial planning and hourly consulting, and corporate investment and retirement plan consulting.
The firm’s investment process combines fundamental and technical analysis with a stated emphasis on a relative strength methodology and a top-down, four-step market/sector/manager/risk approach. Advisor representatives customize portfolios for clients using discretionary management or model-based allocations (13 proprietary models are maintained) and the firm typically offers services on a wrap-fee basis.
Compared with many large enterprise firms, Csenge operates through a network of independent advisor representatives who may conduct business under their own business names and also serves as a sub‑advisor or solicitor for third‑party managers. The brochure also notes there is no account minimum despite roughly $3.17 billion in assets under management and discloses a meaningful non‑discretionary asset base alongside its primarily discretionary programs.
Based on Csenge Advisory Group, LLC
Location
3330 Cumberland Blvd, Suite 400
Atlanta GA 30339
Advisors at this office
2
Advisors at this office
Blaine H
CFP®, Series 63
Atlanta, GA
Csenge Advisory Group, LLC
Blaine Hess is a CFP® with 29 years of industry experience, currently serving as an advisor at Csenge Advisory Group, LLC. He has held roles at Integrity Alliance, Lion Street Financial, and FSC Securities Corporation and is the owner of Hess Segal Group LLC, a full-service wealth management firm. Hess also serves as Vice Chair of the Board of Directors for the Rally Foundation, a childhood cancer research nonprofit. Csenge Advisory Group provides asset management and financial planning services to charitable organizations, corporations, and individual clients, including high-net-worth families. The firm employs a rigorous, top-down investment process combining fundamental and technical analysis, primarily using mutual funds and ETFs, and offers both discretionary portfolio management and customized asset-allocation advice.
Troy Y
CFP®, Series 63, Series 65
Atlanta, GA
Csenge Advisory Group, LLC
Troy Young is a CFP® professional with 27 years of industry experience. He is affiliated with Csenge Advisory Group, LLC and has held prior roles at Lion Street Advisors and FSC Securities Corporation. Outside of his advisory work, he is an author and serves on several nonprofit and community boards in the Atlanta area. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm combines fundamental and technical analysis in its investment process, offering customized portfolio management through discretionary or model-based strategies.
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