| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Wag-Hci Fund, LLC | Other Private | $85.3M | $250K |
| Wag-Tide Rock, LLC | Other Private | $46.7M | $250K |
| Wag-Lss2, LLC | Other Private | $42.9M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Clayton A Hall Control | Member | 5-10% | 2021 |
| Harry Morgan Dye Control | Member | 25-50% | 2002 |
| John Eugene Mozola Control | Member | 5-10% | 2021 |
Windsor Advisory Group, LLC reports $2.6 billion in regulatory assets under management on its Form ADV.
Windsor Advisory Group, LLC manages 4 private funds with combined gross assets of $192.9 million.
Windsor Advisory Group, LLC reports 21 employees.
Windsor Advisory Group, LLC is based in Columbus, OH and has been SEC-registered since 2002.
Windsor Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2130 Quarry Trails Dr, 1st Floor, Columbus, OH 43228 |
| Phone | 614-545-0300 |
| Office hours | 8a.m. - 5p.m. Est |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1739953 |
| Discloses disciplinary history | No |
| Discretionary | $2.55B |
| Non-discretionary | $30.4M |
| Total (RAUM) | $2.58B |