Windsor Advisory Group, LLC
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
FINTRXOverview
Windsor Advisory Group, LLC is an independently owned, SEC-registered registered investment adviser that has been operating since 2002. The firm serves both individual and family clients as well as institutional clients and presents itself as a capital allocator. Its compensation model includes percentage-of-assets fees, fixed fees and other fee arrangements. Core advisory offerings include financial planning, discretionary portfolio management for individuals, pooled vehicles and institutions, and manager selection for third-party advisers. Windsor reports it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds41%
- Exchange Traded Equities24%
- Public Funds/Mutual Funds24%
- State & Local Bonds4%
- Non-Exchange Traded Equities3%
Owners & executives
1 of 1
Stephanie Weir
Chief Compliance OfficerCRD 7718646
Contacts
3 of 14
John Mozola
PartnerCRD 5510992
Matthew Reber
AssociateCRD 8035138
Alexander Moeslein
AssociateCRD 8059754
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$44.5M in ETFs
85%
$37.6M
13%
$6.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $6.4M | 9,751 | 14.31% |
Location
Columbus, OH
Franklin
Location
Columbus, OH
Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 2130 Quarry Trails Dr
- Time zone
- ET (UTC-5)
- Office locations
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