Windsor Advisory Group, LLC

RIASEC RegisteredEst. 2002

Total AUM

$2.9B

Discretionary

$2.9B

99% of AUM

Avg account

$1.7M

Accounts

1,704

Employees

Advisory reps

Firm details

Headquarters: Columbus, Ohio
CRD number: 122266
Registered since: August 8, 2002
Website: windsoradvisorygroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI78.38%
Pooled Investment Vehicles11.44%
Corporations / Businesses6.97%
Individuals1.45%
Charitable Organizations1.36%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Windsor Advisory Group, LLC is an independent registered investment adviser that has been operating since 2002. The firm serves both individual/family and institutional clients and positions itself as a capital allocator, using a mix of in-house portfolio management and selection of third‑party managers. Its advisory services include financial planning and portfolio management across individual, pooled-vehicle and institutional mandates. Windsor charges fees as a percentage of AUM and via fixed or other fee arrangements. The firm is not an active ESG investor and is not classified as a multi‑state adviser. It acts as an allocator to outside managers and manages pooled investment vehicles in addition to separate account programs.