Chattanooga, TN Office

Team
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Csenge Advisory Group, LLC logo

Csenge Advisory Group, LLC

Multi-team

Firm-wide stats for Csenge Advisory Group, LLC

Total advisors

70

Across 39 offices

Clients per advisor

102 Very High

Avg AUM per client

$434,535 Low

HNW client ratio

12% Low

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

Occupation focus

Founder/Business Owner Retired

Based on Csenge Advisory Group, LLC

Demographic focus

Approaching retirement

Based on Csenge Advisory Group, LLC

Location

200 West Mlk Blvd., Suite 200

Chattanooga TN 37402

Advisors at this office

2

Advisors at this office

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Michael W

Series 63, Series 65

Chattanooga, TN

Csenge Advisory Group, LLC

Michael Webb is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Covenant Wealth Partners, Integrity Alliance, Lion Street Financial, and FSC Securities Corporation. Webb serves as chairman of the board at Memorial Hospital and is a member of the Rotary Club of Chattanooga and the Better Business Bureau of Southeast Tennessee and Northwest Georgia. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and retirement plan consulting through a network of independent advisors, employing a top-down investment process that combines fundamental and technical analysis with a relative-strength methodology.

Founder/Business Owner Retired Approaching retirement
user avatar

Rosemary M

Series 66

Chattanooga, TN

Csenge Advisory Group, LLC

Rosemary Myers is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and bringing 20 years of industry experience. Her career includes roles at Merrill Lynch from 2010 to 2021, followed by positions at Csenge Advisory Group and Lion Street Financial since 2021, and most recently Integrity Alliance, LLC. She serves as a board member of McCoy Farm and Gardens, assisting with volunteer coordination for this public community space. Csenge Advisory Group provides asset management, financial planning, and retirement plan consulting services to charitable organizations, corporations, business entities, and high-net-worth individuals. The firm employs a top-down investment process combining fundamental and technical analysis with a relative-strength methodology, primarily using mutual funds and ETFs to tailor portfolios according to client goals.

Founder/Business Owner Retired Approaching retirement
View complete list of advisors at this office
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