Windsor Advisory Group, LLC
● SEC registered since 2002CRD 122266SEC# 801-61372Columbus, OH
Ranks #1,771 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.92B
Fund GAV
$270.7M
Private funds
4
Employees
22
Accounts
1,704
Location
Columbus, OH
Windsor Advisory Group, LLC assets under management
Windsor Advisory Group, LLC operates as an SEC-registered investment adviser based in Columbus, OH. The firm has been registered since 2002. It reports $2.9 billion in regulatory assets under management and employs 22 people. Windsor Advisory Group, LLC manages 4 private funds with combined gross assets of $270.7 million, including Wag-Hci Fund, LLC. By regulatory assets, it ranks 1,771 of 6,004 private fund managers.
Windsor Advisory Group, LLC private funds
4 funds · $270.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Wag-Hci Fund, LLC | Other Private | $108.5M | $250K |
| Wag-Lss2, LLC | Other Private | $69.8M | $250K |
| Wag-Tide Rock, LLC | Other Private | $66.6M | $250K |
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Join to unlock · $37/moWindsor Advisory Group, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Clayton A Hall Control | Member | 5-10% | 2021 |
| Harry Morgan Dye Control | Member | 25-50% | 2002 |
| John Eugene Mozola Control | Member | 5-10% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Windsor Advisory Group, LLC manage?
Windsor Advisory Group, LLC reports $2.9 billion in regulatory assets under management on its Form ADV.
How many private funds does Windsor Advisory Group, LLC manage?
Windsor Advisory Group, LLC manages 4 private funds with combined gross assets of $270.7 million.
How many employees does Windsor Advisory Group, LLC have?
Windsor Advisory Group, LLC reports 22 employees.
Where is Windsor Advisory Group, LLC located?
Windsor Advisory Group, LLC is based in Columbus, OH and has been SEC-registered since 2002.
Does Windsor Advisory Group, LLC disclose fund performance?
Windsor Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2130 Quarry Trails Dr, 1st Floor, Columbus, OH 43228 |
| Phone | 614-545-0300 |
| Office hours | 8a.m. - 5p.m. Est |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1739953 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.92B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
AUM vs fund managersTop 29%
Larger than 71% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$2.92Bregulatory AUM
Discretionary $2.88BNon-discretionary $41M