# Windsor Advisory Group, LLC

> 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.

- CRD: 122266
- Filed as: WINDSOR ADVISORY GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/122266
- AdvisorCensus page: https://advisorcensus.com/firm/windsor-advisory-group-llc-columbus-oh-122266

## Quick answers

**How is Windsor Advisory Group, LLC compensated?**
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.

**Where is Windsor Advisory Group, LLC located?**
Windsor Advisory Group, LLC's principal office is in Columbus, OH, according to its Form ADV.

**Is Windsor Advisory Group, LLC registered with the SEC or a state?**
Windsor Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 122266.

**How much does Windsor Advisory Group, LLC manage?**
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).

**How have Windsor Advisory Group, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Windsor Advisory Group, LLC serve?**
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).

**Which custodians does Windsor Advisory Group, LLC use?**
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.

**Does Windsor Advisory Group, LLC report any disciplinary disclosures?**
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

**What changed in Windsor Advisory Group, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,924,632,360
- Discretionary: $2,883,643,781
- Non-discretionary: $40,988,579

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 105 | $42,460,205 |
| High net worth individuals | 337 | $2,292,202,805 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $334,623,760 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $11,614,325 |
| Charitable organizations | 15 | $39,781,261 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 80 | $203,950,004 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2002 (24 years)
- Employees: 22 total, 14 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, LA, MA, NY, OH, SC, TX, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- windsoradvisorygroup.com
- LinkedIn @Windsor-advisory-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,411,533,862 | 16 | March 30, 2021 |
| October 2022 | $1,726,006,881 | 15 | March 29, 2022 |
| October 2023 | $1,878,988,676 | 18 | July 6, 2023 |
| October 2024 | $1,981,102,320 | 19 | July 22, 2024 |
| October 2025 | $2,582,151,903 | 21 | June 4, 2025 |
| October 2026 | $2,924,632,360 | 22 | July 1, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $2,582,151,903 to $2,924,632,360 (+13%).
- Registered or notice-filed in LA, SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Windsor Advisory Group, LLC (CRD 122266): Form ADV filing data as of October 2026.