Key facts
- WINDSOR ADVISORY GROUP, LLC is a other based in COLUMBUS, OH.
- WINDSOR ADVISORY GROUP, LLC reports $6.4M in regulatory assets under management across 4 private funds, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 122266- Regulatory AUM
- $6.4M
- Private fund assets
- $270.7M
- Private funds
- 4 · 4 other
- Staff
- 22
- Registered office
- COLUMBUS, OH
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
Free account
See the whole book
- ·Watchlist + alerts for WINDSOR ADVISORY GROUP, LLC's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for WINDSOR ADVISORY GROUP, LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Frequently asked
- What is WINDSOR ADVISORY GROUP, LLC's AUM?
- WINDSOR ADVISORY GROUP, LLC manages approximately $6.4M in assets.