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Windsor Advisory Group, LLC
Windsor Advisory Group, LLC is an SEC-registered investment adviser based in Columbus, Ohio, founded in 2002. The firm provides investment advisory and family office services to highly successful individuals, their families, and family offices, with a focus on delivering customized portfolio management and comprehensive consulting across tax, estate, charitable, insurance, and private business matters. Windsor serves as a personal CFO for clients, coordinating with attorneys, accountants, and other professionals. As of June 2025, Windsor has 21 employees and manages over $2.6 billion in regulatory assets under management, catering primarily to high net worth individuals.
Investment Strategy
Windsor Advisory Group develops tailored Cash Flow/Investment Plans for each client, designed around their unique goals, liquidity needs, and financial objectives. The firm implements these plans using a mix of private investments, separately managed accounts (SMAs), ETFs, and mutual funds. Most relationships are discretionary, allowing the firm to make investment decisions on clients' behalf, though non-discretionary services are also available. Windsor emphasizes periodic portfolio reviews and may include allocation to proprietary Windsor Investment Vehicles, which invest in underlying private funds as a component of diversified wealth strategies for suitable clients.
Latest 13F Filing Activity
Windsor Advisory Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 54 equity positions with a total 13F market value of $70M. The fund increased holdings in Ishares TR, Nvidia Corporation, United Parcel Service Inc. among other positions. Windsor Advisory Group, LLC reduced exposure to Vanguard Intl Equity Index F, Paychex Inc., Huntington Bancshares Inc. among others.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PAYX | PAYCHEX INC | 42.58% | $30.0M | 206,264 | $131.04 | $145.46 | -$1.8M |
I IVV | ISHARES TR | 8.91% | $6.3M | 10,107 | $563.79 | $620.90 | +$768.3K |
| BERKSHIRE HATHAWAY INC DEL | 6.21% | $4.4M | 6 | $798441.50 | $728800.00 | -$417.9K | |
V VT | VANGUARD INTL EQUITY INDEX F | 4.26% | $3.0M | 23,365 | $107.73 | $128.52 | -$4.8M |
| BERKSHIRE HATHAWAY INC DEL | 4.10% | $2.9M | 5,940 | $333.72 | $485.77 | -$21.4K |
Industry Allocation
Investment Team (10)
| Name | Role | Location | |
|---|---|---|---|
| Associate | Columbus, OH , United States | ||
 | Partner | Columbus, OH , United States | |
 | Associate | Columbus, OH , United States | |
 | Associate | United States | |
 | Associate | Columbus, OH , United States | |
 | Associate | Columbus, OH , United States | |
 | Principal | Westerville, OH , United States | |
 | Associate | Columbus, OH , United States | |
 | Associate | Westerville, OH , United States | |
 | Associate | Columbus, OH , United States |
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