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.
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 |
B BRK-A | 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 |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.10% | $2.9M | 5,940 | $333.72 | $485.77 | -$21.4K |