Windsor Advisory Group, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

122266

SEC number

801-61372

Firm type

RIA

Assets under management

$2.9B as of Mar 26, 2026

Website

www.linkedin.com/company/Windsor-advisory-group/about ↗

Phone

614-545-0300

Address

2130 Quarry Trails Dr, Columbus, OH, 43228

Advisors at this firm

14 in our index · page 1 of 1

• Samantha Irene BuckCRD 7521955 · Columbus, OH
  IA Registered
• Jacob Thomas ChockranCRD 7662871 · Columbus, OH
  IA Registered
• Harry Morgan DyeCRD 1621733 · Columbus, OH
  IA Registered
• Jonathon Scott EesleyCRD 5036860 · Columbus, OH
  IA Registered
• Kyle James-Charles EllisCRD 7773515 · Columbus, OH
  IA Registered
• Carter Elizabeth GerlachCRD 6121370 · Columbus, OH
  IA Registered
• Paul Barclay GeigerCRD 6430473 · Columbus, OH
  IA RegisteredRegistration inactive
• Clayton A HallCRD 5372281 · Columbus, OH
  IA RegisteredRegistration inactive
• Cory Daniel HinamanCRD 7683870 · Columbus, OH
  IA Registered
• John Eugene MozolaCRD 5510992 · Columbus, OH
  IA Registered
• Matthew Paul McclimonCRD 7317951 · Columbus, OH
  IA Registered
• Alexander Maxim MoesleinCRD 8059754 · Columbus, OH
  IA Registered
• Matthew Hunter ReberCRD 8035138 · Columbus, OH
  IA Registered
• Evan Joseph YakubovCRD 7916041 · Columbus, OH
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.