← Directory
WINDSOR ADVISORY GROUP, LLC
CRD 122266File 801-61372
APPROVED
Retail clients
Custody
Filing as of Jul 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.92B
Top 25% of cohort (national)
Discretionary AUM
$2.88B
Non-discretionary $41.0M
Clients
543
1,704 accounts
Employees
22
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 8, 2002
- Principal office
- 2130 QUARRY TRAILS DR, 1ST FLOOR, COLUMBUS, OH, 43228
- Phone
- 614-545-0300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.92B
- Discretionary AUM
- $2.88B
- Non-discretionary AUM
- $41.0M
- Discretionary accounts
- 1,663
- Non-discretionary accounts
- 41
- Total accounts
- 1,704
- AUM per client
- $5.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 80 | $204.0M |
| Charitable organizations | 15 | $39.8M |
| High net worth individuals | 337 | $2.29B |
| Pooled investment vehicles | 4 | $334.6M |
| Pension and profit sharing plans | Fewer than 5 | $11.6M |
| Individuals (other than high net worth individuals) | 105 | $42.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — A COMBINATION OF 1 & 4
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.