{
  "crd_number": 122266,
  "slug": "windsor-advisory-group-llc-columbus-oh-122266",
  "primary_business_name": "WINDSOR ADVISORY GROUP, LLC",
  "legal_name": "WINDSOR ADVISORY GROUP, LLC",
  "dbas": [],
  "city": "Columbus",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "18140",
  "metro": {
    "cbsa_code": "18140",
    "common_name": "Columbus",
    "msa_name": "Columbus, OH",
    "path": "/advisors/oh/columbus"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2002-08-08",
  "years_registered": 24,
  "period": "2026-10-01",
  "filing_date": "2026-07-01",
  "carried_forward": false,
  "raum_total": 2924632360.0,
  "raum_discretionary": 2883643781.0,
  "raum_non_discretionary": 40988579.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 22,
  "advisory_employees": 14,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 39781261.0,
      "count": 15
    },
    "individuals": {
      "raum": 42460205.0,
      "count": 105
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 11614325.0,
      "count": 2,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 2292202805.0,
      "count": 337
    },
    "pooled_investment_vehicles": {
      "raum": 334623760.0,
      "count": 4
    },
    "corporations_other_businesses": {
      "raum": 203950004.0,
      "count": 80
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "FL",
    "LA",
    "MA",
    "NY",
    "OH",
    "SC",
    "TX",
    "WV"
  ],
  "websites": [
    "https://linkedin.com/company/Windsor-advisory-group/about",
    "https://windsoradvisorygroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/122266",
  "city_as_filed": "COLUMBUS",
  "url": "https://advisorcensus.com/firm/windsor-advisory-group-llc-columbus-oh-122266",
  "display_name": "Windsor Advisory Group, LLC",
  "summary": "Windsor Advisory Group, LLC is an SEC-registered investment advisory firm in Columbus, OH, registered since 2002, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 1, 2026.",
  "citation": "AdvisorCensus. Windsor Advisory Group, LLC (CRD 122266): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Windsor Advisory Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Windsor Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Windsor Advisory Group, LLC located?",
      "a": "Windsor Advisory Group, LLC's principal office is in Columbus, OH, according to its Form ADV."
    },
    {
      "q": "Is Windsor Advisory Group, LLC registered with the SEC or a state?",
      "a": "Windsor Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 122266."
    },
    {
      "q": "How much does Windsor Advisory Group, LLC manage?",
      "a": "Windsor Advisory Group, LLC reports $2,924,632,360 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (99% discretionary)."
    },
    {
      "q": "How have Windsor Advisory Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Windsor Advisory Group, LLC: Regulatory assets under management: $1,411,533,862 in the October 2021 data and $2,924,632,360 in the October 2026 data, up 107%. Total employees: 16 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Windsor Advisory Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (337); individuals (other than high net worth individuals) (105); corporations or other businesses not listed above (80)."
    },
    {
      "q": "Which custodians does Windsor Advisory Group, LLC use?",
      "a": "Windsor Advisory Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Windsor Advisory Group, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/122266"
    },
    {
      "q": "What changed in Windsor Advisory Group, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $2,582,151,903 to $2,924,632,360 (+13%). Registered or notice-filed in LA, SC."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1411533862.0,
      "total_employees": 16,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1726006881.0,
      "total_employees": 15,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1878988676.0,
      "total_employees": 18,
      "filing_date": "2023-07-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1981102320.0,
      "total_employees": 19,
      "filing_date": "2024-07-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2582151903.0,
      "total_employees": 21,
      "filing_date": "2025-06-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2924632360.0,
      "total_employees": 22,
      "filing_date": "2026-07-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $2,582,151,903 to $2,924,632,360 (+13%).",
        "Registered or notice-filed in LA, SC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/windsor-advisory-group-llc-columbus-oh-122266.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 105,
      "fewer_than_5": false,
      "raum": 42460205.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 337,
      "fewer_than_5": false,
      "raum": 2292202805.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 334623760.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 11614325.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 15,
      "fewer_than_5": false,
      "raum": 39781261.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 80,
      "fewer_than_5": false,
      "raum": 203950004.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/122266",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}