RIA Intel›Advisers›Ohio›WINDSOR ADVISORY GROUP, LLC

WINDSOR ADVISORY GROUP, LLC

Advisory

N·COLUMBUS, OH

Data as of Jul 1, 2026 · Source: SEC Form ADV

Total AUM

$2.9B

1-Year AUM Growth

+30.3%

3-Year CAGR

+14.3%

Employees

14

Assets Under Management

Total AUM$2.9B

Discretionary AUM$2.9B

Non-Discretionary AUM$41M

Discretionary %98.6%

Total Clients501

Team

Total Employees14

Investment Advisers22

Employee Growth (1Y)+22.2%

Filing History

Total Filings on Record60

First FilingDec 9, 2002

Latest FilingJul 1, 2026

🔒 Full AUM trend chart and 60 historical filings spanning 24+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WINDSOR ADVISORY GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.