AS
AS

Adam Jameson Smith

3 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
425 advisors
Number of Clients
14,148 clients
Average Client Portfolio
$170K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
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Location

2100 Riverchase Ctr,, Suite 408, Birmingham, AL, 35244

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Adam works for CSENGE Advisory Group LLC, providing regulatory and compliance support, investment platform assistance, and other back-office functions. This role takes nearly full-time hours and involves client relationship support, financial plan preparation, and portfolio management.

Employment History
Current Registrations
Integrity Alliance, LLC.Broker
November 2025 - Present · 3 mos
Csenge Advisory Group, LLC
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Lion Street Financial, LLCBroker
March 2022 - November 2025 · 3 yrs 8 mos
State Registrations1 state
AL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.