CSENGE ADVISORY GROUP, LLC

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UUID20aaac91-5110-5e34-919c-090d48702a39

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:50

Updated2025-10-23 02:24:34

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	131167	131167	—	1.0
sec_file_number	801-72792	801-72792	—	—

Profile

Websitehttps://twitter.com/JKJonesFin

HQ CityCLEARWATER

HQ StateFL

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)2,882,684,461.0
RAUM (discretionary)2,273,765,038.0
Actionable assets1,438,568,631.0
Accounts14,643.0

Institutional Clients

Government AUM0.0
Pension AUM0.0
Charitable AUM235,169.0
HNW AUM1,388,334,429.0

As of 2025-07-14 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
CAISSE, ERIC, JASON	PARTNER	OFFICER	—	{"filing_id": "2013919", "owner_id": "2918662", "source": "adv_part1", "table": "Schedule_A_B"}
CSENGE, JOHN, LOUIS	MANAGING MEMBER/PRESIDENT	OFFICER	—	{"filing_id": "2013919", "owner_id": "703680", "source": "adv_part1", "table": "Schedule_A_B"}
Schmidtke, Michael, David	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2013919", "owner_id": "5356594", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

CAISSE, ERIC, JASON

PARTNER

OFFICER

—

{"filing_id": "2013919", "owner_id": "2918662", "source": "adv_part1", "table": "Schedule_A_B"}

CSENGE, JOHN, LOUIS

MANAGING MEMBER/PRESIDENT

OFFICER

—

{"filing_id": "2013919", "owner_id": "703680", "source": "adv_part1", "table": "Schedule_A_B"}

Schmidtke, Michael, David

CHIEF COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "2013919", "owner_id": "5356594", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:34 • csv
```
{
  "date_submitted": "09/03/2025 10:33:18 AM",
  "filing_id": "2013919",
  "reg_type": "IA"
}
```

CSENGE ADVISORY GROUP, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1