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| Windsor Advisory Group LLC
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| CRD # | 122266 |
| SEC # | 801-61372 |
| CIK # | 0001739953 |
| AUM | 2,924.6 M (2026-03-26) |
| Employees | 22 (64% Investors, 0% Brokers) |
| Phone | 614-545-0300 |
| Address | 2130 Quarry Trails Dr Columbus, OH 43228 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Worthington Industries Inc | 24.0 | ||
| Paychex Inc | 19.5 | ||
| Worthington Steel Inc | 8.4 | ||
| Nvidia Corp | 2.2 | ||
| Huntington Bancshares Inc/MD | 2.0 | ||
| Verizon Communications Inc | 1.7 | ||
| Apple Inc | 1.6 | ||
| Enterprise Products Partners L P | 1.6 | ||
| Installed Building Products Inc | 1.3 | ||
| J P Morgan Chase & Co | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Wag-Tide Rock LLC | [2025-03-27] | 77.8 M | 66.6 M |
| Filed 2025-10-07 (D/A) · Exemption 506(c), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets No Aggregate Net Asset Value | ||||
| Other | Wag-Encap12 LLC | [2024-03-21] | 40.5 M | 25.9 M |
| Filed 2024-07-18 (D/A) · Exemption 506(c), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets $25,000,001 - $50,000,000 | ||||
| Other | Wag-LSS2 LLC | [2022-03-29] | 87.4 M | 69.8 M |
| Offered $87,425,000 · Filed 2023-05-01 (D/A) · Exemption 506(c), 3(c), 3(c)(7) · Minimum $250,000 · Duration More than one year · Net Assets $50,000,001 - $100,000,000 | ||||
| Other | Wag-Hci Fund LLC | 2018-09-05 | 108.5 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 105 | 0.0 |
| (b) Individuals (high net worth individuals) | 337 | 2.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 0.3 |
| (g) Pension and profit sharing plans | 2 | 0.0 |
| (h) Charitable organizations | 15 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 80 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,704 | 2.9 |
| By Discretionary | ||
| Discretionary | 1,663 | 2.9 |
| Non-Discretionary | 41 | 0.0 |
| Total | 1,704 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 1,704 | 2.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jonathon Eesley | Executive Officer | 4 | 2 | |
| John Mozola | Executive Officer | 4 | 2 | |
| Clayton Hall | Executive Officer | 4 | 2 | |
| Harry Dye | Executive Officer | 2 | 2 | |
| Harry Dye III | Executive Officer | 2 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001739953] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 22 |
| Serves | Institutional, Retail |
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