Windy Hill Ventures, Inc.

Overview

Windy Hill Ventures, Inc. is a small, owner-operated advisory firm focused on portfolio management for individuals and small businesses. The firm runs a discretionary practice that favors liquid public-market exposures, with a clear tilt toward traded equities. Its business model blends percentage-of-AUM billing with hourly and fixed-fee engagements, which supports both ongoing portfolio management and advisory projects. Windy Hill is not positioned as a multi-state adviser, pension consultant, or capital allocator; instead it operates as a compact, client-focused RIA serving high-net-worth households. Investment activity is concentrated in exchange-traded securities and mutual funds, with third-party relationships used to access alternative real estate strategies. The concentration in discretionary equity mandates suggests an emphasis on implementation efficiency (ETFs and SMAs) and portfolio-level customization for a limited client base.

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Public Holdings

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Location & Offices