WINDSOR ADVISORY GROUP, LLC

CRD 122266 · SEC 801-61372

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2130 QUARRY TRAILS DR, 1ST FLOOR, COLUMBUS, OH, 43228, United States

Phone

614-545-0300

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.92B

Discretionary AUM

$2.88B

Team

22 total employees; 14 advisory reps; 22 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees; A COMBINATION OF 1 & 4

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	105	$42.5M
High net worth individuals	337	$2.29B
Pooled investment vehicles	4	$334.6M
Pension/profit sharing plans	2	$11.6M
Charitable organizations	15	$39.8M
Corporations/business entities	80	$204.0M

States served

AZ, LA, MA, NY, OH, SC, WV, TX, FL

All web addresses on file

https://www.linkedin.com/company/Windsor-advisory-group/about/
HTTPS://WWW.WINDSORADVISORYGROUP.COM

Official SEC filing: View on IAPD