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WINDSOR ADVISORY GROUP, LLC

COLUMBUS, OH · CRD 122266 · IAPD ↗ · 614-545-0300

$2.92BRegulatory AUM
14Advisory reps
22Employees
22Clients
101-250Planning clients
4Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — WINDSOR ADVISORY GROUP, LLC notice-filed in LA, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — WINDSOR ADVISORY GROUP, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2025 — WINDSOR ADVISORY GROUP, LLC reported RAUM up 30% ($1.98B -> $2.58B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2025 — WINDSOR ADVISORY GROUP, LLC grew from 11 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
72
April 2024 — WINDSOR ADVISORY GROUP, LLC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.