WINDSOR ADVISORY GROUP, LLC
CRD #122266 SEC #801-61372 COLUMBUS, OH 614-545-0300
SEC Registered Private Funds
Total AUM
$2.6B
Discretionary
$2.6B
Employees
21
Clients
101
Accounts
1,558
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $2.6B | $2.6B | $30.4M | 21 | 12 |
| Mar 2025 | $2.6B | $2.6B | $30.4M | 21 | 12 |
| Jul 2024 | $2B | $1.7B | $265.2M | 19 | 14 |
| May 2024 | $2B | $1.7B | $265.2M | 19 | 14 |
| Apr 2024 | $2B | $1.7B | $265.2M | 19 | 14 |
| Mar 2024 | $2B | $1.7B | $265.2M | 19 | 14 |
| Nov 2023 | $1.9B | $1.6B | $260.1M | 18 | 11 |
| Jul 2023 | $1.9B | $1.6B | $260.1M | 18 | 11 |
| Apr 2023 | $1.9B | $1.6B | $260.1M | 18 | 11 |
| Mar 2023 | $1.9B | $1.6B | $260.1M | 18 | 11 |
| Jan 2023 | $1.7B | $1.4B | $313.7M | 15 | 9 |
| Mar 2022 | $1.7B | $1.4B | $313.7M | 15 | 9 |
| Mar 2021 | $1.4B | $1.2B | $231.5M | 16 | 1 |
| Mar 2021 | $1.4B | $1.2B | $231.5M | 16 | 1 |
| Jun 2020 | $1.3B | $1.1B | $222.4M | 13 | 0 |
| Jun 2020 | $1.3B | $1.1B | $222.4M | 13 | 0 |
| Jun 2020 | $1.3B | $1.1B | $222.4M | 13 | 0 |
| Mar 2020 | $1.3B | $1.1B | $222.4M | 13 | 0 |
| Aug 2019 | $1.2B | $1B | $178.2M | 12 | 0 |
| Mar 2019 | $1.2B | $1B | $178.2M | 12 | 0 |
| Oct 2018 | $1.2B | $960.5M | $215.6M | 12 | 0 |
| Sep 2018 | $1.2B | $960.5M | $215.6M | 12 | 0 |
| May 2018 | $1.2B | $960.5M | $215.6M | 9 | 0 |
| Mar 2018 | $1.2B | $960.5M | $215.6M | 110 | 0 |
| Mar 2017 | $936.7M | $675M | $261.6M | 10 | 300 |
| Dec 2016 | $809.1M | $639.8M | $169.3M | 10 | 200 |
| Mar 2016 | $809.1M | $639.8M | $169.3M | 10 | 200 |
| Aug 2015 | $797.6M | $641.8M | $155.8M | 10 | 200 |
| Jun 2015 | $797.6M | $641.8M | $155.8M | 10 | 200 |
| Mar 2015 | $797.6M | $641.8M | $155.8M | 10 | 200 |
| Oct 2014 | $746.6M | $562M | $184.7M | 8 | 26 |
| Jun 2014 | $746.6M | $562M | $184.7M | 8 | 26 |
| May 2014 | $746.6M | $562M | $184.7M | 8 | 26 |
| Mar 2014 | $746.6M | $562M | $184.7M | 8 | 26 |
| Mar 2014 | $426.5M | $343.6M | $82.9M | 6 | 26 |
| Mar 2014 | $426.5M | $343.6M | $82.9M | 6 | 26 |
| Jan 2014 | $426.5M | $343.6M | $82.9M | 6 | 26 |
| Mar 2013 | $426.5M | $343.6M | $82.9M | 6 | 26 |
| Mar 2013 | $426.5M | $343.6M | $82.9M | 6 | 26 |
| Mar 2013 | $426.5M | $343.6M | $82.9M | 6 | 26 |
| Jul 2012 | $430.4M | $306.3M | $124.1M | 1 | 26 |
| Mar 2012 | $430.4M | $306.3M | $124.1M | 1 | 26 |
| Mar 2011 | $419.3M | $302.9M | $116.5M | 5 | -- |
| Apr 2010 | $371.6M | $261.7M | $110M | 5 | -- |
| Apr 2010 | $371.6M | $261.7M | $110M | 5 | -- |
| Mar 2008 | $363.6M | $359.2M | $4.3M | 5 | -- |
| Jan 2008 | $354.5M | $263.5M | $91M | 5 | -- |
| Mar 2007 | $354.5M | $263.5M | $91M | 5 | -- |
| Feb 2006 | $326M | $217M | $109M | 5 | -- |
| Jan 2006 | $326M | $217M | $109M | 5 | -- |
| May 2005 | $284.9M | $192.2M | $92.7M | 5 | -- |
| Mar 2004 | $130.2M | $130.2M | $0 | 5 | -- |
| Nov 2003 | $31.5M | $31.5M | $0 | 5 | -- |
| Oct 2003 | $31.5M | $31.5M | $0 | 5 | -- |
DateJun 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$30.4M
Employees21
Clients12
DateMar 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$30.4M
Employees21
Clients12
DateJul 2024
Total AUM$2B
Discretionary$1.7B
Non-Disc.$265.2M
Employees19
Clients14
DateMay 2024
Total AUM$2B
Discretionary$1.7B
Non-Disc.$265.2M
Employees19
Clients14
DateApr 2024
Total AUM$2B
Discretionary$1.7B
Non-Disc.$265.2M
Employees19
Clients14
DateMar 2024
Total AUM$2B
Discretionary$1.7B
Non-Disc.$265.2M
Employees19
Clients14
DateNov 2023
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$260.1M
Employees18
Clients11
DateJul 2023
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$260.1M
Employees18
Clients11
DateApr 2023
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$260.1M
Employees18
Clients11
DateMar 2023
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$260.1M
Employees18
Clients11
DateJan 2023
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$313.7M
Employees15
Clients9
DateMar 2022
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$313.7M
Employees15
Clients9
DateMar 2021
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$231.5M
Employees16
Clients1
DateMar 2021
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$231.5M
Employees16
Clients1
DateJun 2020
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$222.4M
Employees13
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$222.4M
Employees13
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$222.4M
Employees13
Clients0
DateMar 2020
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$222.4M
Employees13
Clients0
DateAug 2019
Total AUM$1.2B
Discretionary$1B
Non-Disc.$178.2M
Employees12
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$1B
Non-Disc.$178.2M
Employees12
Clients0
DateOct 2018
Total AUM$1.2B
Discretionary$960.5M
Non-Disc.$215.6M
Employees12
Clients0
DateSep 2018
Total AUM$1.2B
Discretionary$960.5M
Non-Disc.$215.6M
Employees12
Clients0
DateMay 2018
Total AUM$1.2B
Discretionary$960.5M
Non-Disc.$215.6M
Employees9
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$960.5M
Non-Disc.$215.6M
Employees110
Clients0
DateMar 2017
Total AUM$936.7M
Discretionary$675M
Non-Disc.$261.6M
Employees10
Clients300
DateDec 2016
Total AUM$809.1M
Discretionary$639.8M
Non-Disc.$169.3M
Employees10
Clients200
DateMar 2016
Total AUM$809.1M
Discretionary$639.8M
Non-Disc.$169.3M
Employees10
Clients200
DateAug 2015
Total AUM$797.6M
Discretionary$641.8M
Non-Disc.$155.8M
Employees10
Clients200
DateJun 2015
Total AUM$797.6M
Discretionary$641.8M
Non-Disc.$155.8M
Employees10
Clients200
DateMar 2015
Total AUM$797.6M
Discretionary$641.8M
Non-Disc.$155.8M
Employees10
Clients200
DateOct 2014
Total AUM$746.6M
Discretionary$562M
Non-Disc.$184.7M
Employees8
Clients26
DateJun 2014
Total AUM$746.6M
Discretionary$562M
Non-Disc.$184.7M
Employees8
Clients26
DateMay 2014
Total AUM$746.6M
Discretionary$562M
Non-Disc.$184.7M
Employees8
Clients26
DateMar 2014
Total AUM$746.6M
Discretionary$562M
Non-Disc.$184.7M
Employees8
Clients26
DateMar 2014
Total AUM$426.5M
Discretionary$343.6M
Non-Disc.$82.9M
Employees6
Clients26
DateMar 2014
Total AUM$426.5M
Discretionary$343.6M
Non-Disc.$82.9M
Employees6
Clients26
DateJan 2014
Total AUM$426.5M
Discretionary$343.6M
Non-Disc.$82.9M
Employees6
Clients26
DateMar 2013
Total AUM$426.5M
Discretionary$343.6M
Non-Disc.$82.9M
Employees6
Clients26
DateMar 2013
Total AUM$426.5M
Discretionary$343.6M
Non-Disc.$82.9M
Employees6
Clients26
DateMar 2013
Total AUM$426.5M
Discretionary$343.6M
Non-Disc.$82.9M
Employees6
Clients26
DateJul 2012
Total AUM$430.4M
Discretionary$306.3M
Non-Disc.$124.1M
Employees1
Clients26
DateMar 2012
Total AUM$430.4M
Discretionary$306.3M
Non-Disc.$124.1M
Employees1
Clients26
DateMar 2011
Total AUM$419.3M
Discretionary$302.9M
Non-Disc.$116.5M
Employees5
Clients--
DateApr 2010
Total AUM$371.6M
Discretionary$261.7M
Non-Disc.$110M
Employees5
Clients--
DateApr 2010
Total AUM$371.6M
Discretionary$261.7M
Non-Disc.$110M
Employees5
Clients--
DateMar 2008
Total AUM$363.6M
Discretionary$359.2M
Non-Disc.$4.3M
Employees5
Clients--
DateJan 2008
Total AUM$354.5M
Discretionary$263.5M
Non-Disc.$91M
Employees5
Clients--
DateMar 2007
Total AUM$354.5M
Discretionary$263.5M
Non-Disc.$91M
Employees5
Clients--
DateFeb 2006
Total AUM$326M
Discretionary$217M
Non-Disc.$109M
Employees5
Clients--
DateJan 2006
Total AUM$326M
Discretionary$217M
Non-Disc.$109M
Employees5
Clients--
DateMay 2005
Total AUM$284.9M
Discretionary$192.2M
Non-Disc.$92.7M
Employees5
Clients--
DateMar 2004
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$31.5M
Discretionary$31.5M
Non-Disc.$0
Employees5
Clients--
DateOct 2003
Total AUM$31.5M
Discretionary$31.5M
Non-Disc.$0
Employees5
Clients--