Adam Jameson Smith
Investment adviser representative at Csenge Advisory Group, LLC
11 yearsExperience
1 stateRegistered in
$3.2BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Csenge Advisory Group, LLCJul 2022 to now
- Lion Street FinancialSep 2021 to now
- Ikes Beach ServiceAug 2018 to Aug 2021
- Auburn UniversityAug 2016 to May 2021
- Wadsworth's Blueberry FarmJun 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (AL).
Csenge Advisory Group, LLC
$3.2BAssets managed
7,199Clients
70Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6521076
- Firm CRD
- 131167