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- Custodian
- Charles Schwab & Company ยท Cibc Mellon
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-08-2002
- Office Locations
- 2
Office Locations
About Windsor Advisory Group, LLC
Windsor Advisory Group, LLC is a fee-only, independent advisor delivering highly personalized family-office services for families with complex financial lives, spanning cash management, holistic planning, and generational wealth transfer. The firm is owned and actively led by local partners in Columbus. Investment implementation includes ETFs alongside private funds and other public funds, with custody including Charles Schwab.
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Owner & Executives
HARRY MORGAN DYE III
Partner
- CRD
- #1621733
- Ownership
- 25% but less than 50%
JONATHON SCOTT EESLEY
Partner
- CRD
- #5036860
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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Samantha Irene Buck
Director
- CRD
- #7521955
Jacob Thomas Chockran
Director
- CRD
- #7662871
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,883,643,781 | $1,734,001 |
| Non-Discretionary | $40,988,579 | $999,721 |
| Total | $2,924,632,360 | $1,716,334 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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