9AT: CSENGE ADVISORY GROUP, LLC

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser DANER WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM201.7m	#Funds-
Adviser HERBERT J. SIMS CAPITAL MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM436.9m	#Funds-
Adviser ANDREWS ADVISORY ASSOCIATES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM268.6m	#Funds-
Adviser ALLEN WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM664.3m	#Funds-
Adviser THE ADVISORY RESOURCE GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM926.6m	#Funds-
Adviser FSC SECURITIES CORPORATION	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM11.7b	#Funds-
Adviser WISNIEWSKI WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM266.1m	#Funds-
Adviser TRUIST ADVISORY SERVICES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM77.4b	#Funds-
Adviser STRIDE INVESTMENTS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM200.9m	#Funds-
Adviser PHASE III ADVISORY SERVICES, LTD	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM210.9m	#Funds-

Brochure Summary

Overview

Csenge Advisory Group, LLC (“CAG”, Csenge, we, us, our, ours) is a limited liability company organized under Florida state law. John L. Csenge founded the Clearwater-based investment advisory firm in 2000. John Csenge is the principal owner. The firm is a registered investment adviser with the SEC. Csenge Advisory Group offers investment advisory services through a network of independent advisory representatives who are authorized to conduct business under their own business names or under the CAG name. We offer the following advisory services:
• Asset Management Programs;
• Asset Allocation Services;
• Analysis, Recommendation and Monitoring of Third-Party Managed Programs;
• Financial Planning and hourly Consulting; and
• Corporate Investment and Retirement Plan Consulting Services Asset Management Program Our advisory representatives directly manage client portfolios. Assets are allocated within a mix of securities that may include equities, bonds, options, mutual funds and exchange traded funds. We also maintain 14 asset allocation models consisting primarily of equities, mutual funds and exchange traded funds (“ETFs”):
•CAG Cash Cow
•CAG Commodore
•CAG Core & Explore
•CAG Fixed
•CAG Growth & Income
•CAG Hard Asset
•CAG International
•CAG Opportunistic
•CAG Sector Select
•CAG Tactical Fusion
•CAG Techno Quant
•CAG Total Market
•Radian Preferred However, your portfolio may be managed independently of these models. We work with you to identify your investment goals, objectives, restrictions, and risk tolerance to determine what is most suitable for you. From there, we customize your portfolio to create an initial allocation designed to complement your financial situation and personal circumstances. 5 | P a g e Subadviser Services We may also act as a subadviser to an unaffiliated third-party advisor to our firm. These third-party advisers outsource portfolio management services to our firm. This relationship will be memorialized in each contract between us and the third-party advisor. Betterment may act as a subadviser on behalf of our clients. Betterment is an unaffiliated advisor to our firm. IRA Rollover Considerations and Recommendations As part of our investment advisory services to you, we may recommend that you withdraw the assets from your employer's retirement plan and roll the assets over to an individual retirement account (“IRA”) that we will manage on your behalf. If you elect to roll the assets to

an IRA that is subject to our management, we will charge you an asset-based fee as set forth in the agreement you executed with our firm. This practice presents a conflict of interest because persons providing investment advice on our behalf have an incentive to recommend a rollover to you for the purpose of generating fee-based compensation rather than solely based on your needs. You are under no obligation, contractually or otherwise, to complete the rollover. Moreover, if you do complete the rollover, you are under no obligation to have the assets in an IRA managed by our firm. We comply with the Department of Labor (“DOL”) Prohibited Transaction Exemption 2020-02 (“PTE 2020-02”) where applicable. Our firm is providing the following additional acknowledgment: When the Adviser provides investment advice to individuals regarding a retirement plan account or individual retirement account, the firm is deemed a fiduciary within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way the Adviser makes money creates potential conflicts with a client’s interest. Therefore, the Adviser, operates under a special rule which requires the firm to act in a client’s best interest and not put the Adviser’s interest ahead of the client. Under this special rule’s provisions, the Adviser must:
• Meet a professional standard of care when making investment recommendations (give prudent advice);
• Never put the Adviser’s financial interests ahead of a client when making recommendations (give loyal advice);
• Avoid misleading statements about conflicts of interest, fees and investments;
• Follow policies and procedures designed to ensure advice given is in the client’s best interest;
• Charge no more than is reasonable for services; and 6 | P a g e
• Provide basic information about conflicts of interest. The Adviser benefits financially from the rollover of a client’s assets from a retirement account to an account managed by the firm. This is a primary conflict of interest because when the Adviser provides investment advice, the assets increase the firm assets under management and, in turn, advisory fees. To meet the fiduciary responsibility the Adviser only recommends a rollover when it is deemed in the client’s best interest. Management of Wrap Accounts Our advisory services are generally offered on a wrap fee basis. The fee you pay to us covers our advisory fee and most brokerage commissions and other trading costs as described under

As of Date	03/25/2026
Registration	SEC, Approved, 10/13/2011
Other registrations (2)	Florida, Terminated, 11/08/2011 Texas, Terminated, 11/15/2007
ADV Location	CLEARWATER, FL, United States
Contact Info	727 xxxxxxx
Websites

AUM^*	3,169,721,491 15%
of that, discretionary	2,633,801,855 20%
Number of Employees	74 -6%
of those in investment advisory functions	67 -12%
Private Fund GAV^*	0
Avg Account Size	220,717 18%
% High Net Worth	11.54% 32%
SMA’s	Yes
Private Funds	0

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