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| Happy Holidays!! thanks for using AUM13F!! |
| Windsor Advisory Group LLC
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| CRD # | 122266 |
| SEC # | 801-61372 |
| CIK # | 0001739953 |
| AUM | $2.6 B (2025-06-04) |
| Employees | 21 (67% Investors, 0% Brokers) |
| Phone | 614-545-0300 |
| Address | 2130 Quarry Trails Dr Columbus, OH 43228 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Paychex Inc | 30.0 | ||
| Nvidia Corp | 2.1 | ||
| J P Morgan Chase & Co | 1.7 | ||
| Enterprise Products Partners L P | 1.6 | ||
| Kroger Co | 1.1 | ||
| Microsoft Corp | 1.1 | ||
| Linde PLC | 0.9 | ||
| Huntington Bancshares Inc/MD | 0.9 | ||
| Apple Inc | 0.8 | ||
| Installed Building Products Inc | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Wag-Tide Rock LLC | [2025-03-27] | 0.0 | 46.7 |
| Other | Wag-Encap12 LLC | [2024-03-21] | 40.5 | 18.0 |
| Other | Wag-Lss2 LLC | [2022-03-29] | 87.4 | 42.9 |
| Other | Wag-Hci Fund LLC | 2018-09-05 | 85.3 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 0.0 |
| (b) Individuals (high net worth individuals) | 309 | 2.0 |
| (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 | 73 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,558 | 2.6 |
| By Discretionary | ||
| Discretionary | 1,517 | 2.6 |
| Non-Discretionary | 41 | 0.0 |
| Total | 1,558 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 1,558 | 2.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Jonathon Eesley | 4 | ||
| John Mozola | 4 | ||
| Clayton Hall | 4 | ||
| Harry Dye | 2 | ||
| Harry Dye III | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001739953] |
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