Data / Investment advisers / Ohio / Windsor Advisory Group, LLC
Windsor Advisory Group, LLC, Columbus, OH: $2.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Windsor Advisory Group, LLC is an SEC registered investment adviser with its main office in Columbus, Ohio and reports $2.9 billion in regulatory assets under management in its Form ADV filed July 1, 2026. Its clients include high net worth individuals, pooled investment vehicles and corporations and other businesses. It is paid through a percentage of assets under management, fixed fees and other fees. It advises 4 private funds.
The request: Watch Windsor Advisory Group, LLC (CRD number 122266): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 122266
- SEC file number
- 801-61372
- SEC status
- Approved, effective August 8, 2002
- Main office
- 2130 Quarry Trails Dr 1st Floor, Columbus, OH 43228
- Phone
- (614) 545-0300
- Regulatory AUM
- $2,924,632,360 in the Form ADV filed July 1, 2026
- Discretionary AUM
- $2,883,643,781
- Non discretionary AUM
- $40,988,579
- Accounts
- 1,704
- Employees
- 22, of which 14 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Private funds
- 4: 4 other private funds
- Gross assets of private funds
- $284,866,638
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 337 | $2.29 billion |
| Pooled investment vehicles | 4 | $334.6 million |
| Corporations or other businesses | 80 | $204 million |
| Individuals (other than high net worth individuals) | 105 | $42.5 million |
| Charitable organizations | 15 | $39.8 million |
| Pension and profit sharing plans | 2 | $11.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.92 billion | March 26, 2026 |
| December 1, 2025 | $2.58 billion | June 4, 2025 |
Other advisers in Columbus
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Nationwide Asset Management, LLC | Columbus | $15.19 billion | 2 | adviserinfo.sec.gov |
| Huntington Financial Advisors | Columbus | $7.89 billion | Not listed | adviserinfo.sec.gov |
| Rockbridge Capital, LLC | Columbus | $5.01 billion | 23 | adviserinfo.sec.gov |
| Hamilton Capital | Columbus | $4.94 billion | 2 | adviserinfo.sec.gov |
| Drive Capital LLC | Columbus | $4.38 billion | 21 | adviserinfo.sec.gov |
| Gryphon Financial Partners | Columbus | $2.44 billion | 3 | adviserinfo.sec.gov |
| Summit Financial Strategies Inc | Columbus | $2.31 billion | Not listed | adviserinfo.sec.gov |
| Meyers Wealth Management, LLC | Columbus | $1.93 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Columbus, OH
- Investment advisers in Ohio
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Windsor Advisory Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.