Birmingham, AL Office
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Csenge Advisory Group, LLC
Multi-team
Firm-wide stats for Csenge Advisory Group, LLC
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
2100 Riverchase Ctr, Suite 408
Birmingham AL 35244
Advisors at this office
2
Advisors at this office
Adam S
Series 66
Birmingham, AL
Csenge Advisory Group, LLC
Adam Smith is a financial advisor at Csenge Advisory Group, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Integrity Alliance, LLC, Lion Street Financial, Ikes Beach Service, Auburn University, and Wadsworth's Blueberry Farm. He also provides client relationship support and assists senior advisors with financial planning and portfolio management. Csenge Advisory Group offers investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and businesses. The firm employs a combination of fundamental and technical analysis with a relative strength methodology and a top-down market approach, providing customized portfolio management through discretionary or model-based allocations.
Aiden P
Series 66
Birmingham, AL
Csenge Advisory Group, LLC
Aiden Pierce is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and four years of industry experience. He has worked at multiple firms, including Integrity Alliance, LLC, Lion Street Financial, and Csenge Advisory Group. Outside of advisory roles, he has experience reviewing life insurance policies through a related insurance provider position. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combined fundamental and technical investment process with customized portfolio management and operates through a network of independent advisors.
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