WINDSOR ADVISORY GROUP, LLC of COLUMBUS, OH is an SEC-registered investment adviser (CRD 122266). Regulatory assets under management: $2.9B.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Harry Morgan Dye | MEMBER | — |
| Jonathon Scott Eesley | MEMBER | — |
| John Eugene Mozola | MEMBER | — |
| Clayton A Hall | MEMBER | — |
| Stephanie Gullifer Weir | CHIEF COMPLIANCE OFFICER | — |
| ARNOLD JAMES THOMAS | OWNER/PARTNER | — |
| DYE HARRY MORGAN | EXECUTIVE OFFICER; MANAGING MEMBER; MEMBER (+3 more) | — |
| DAVIES JOSEPH STUART | EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER; MEMBER; MEMBER & CHIEF INVESTMENT OFFICER (+4 more) | — |
| LANGLEY BEVERLY JEAN | CHIEF COMPLIANCE OFFICER | — |
| HALL JONATHAN A | MEMBER | — |
| THOLT RITA ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| EESLEY JONATHON SCOTT | MEMBER; PRINCIPAL | — |
| MOZOLA JOHN EUGENE | COO & MEMBER; MEMBER; MEMBER & CCO | — |
| Weir Stephanie Gullifer | CHIEF COMPLIANCE OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| WAG-HCI FUND, LLC | Other Private Fund | Ohio | 108 | $108.5M | $250K |
| WAG-LSS2, LLC | Other Private Fund | Ohio | 98 | $69.8M | $250K |
| WAG-TIDE ROCK, LLC | Other Private Fund | Ohio | 80 | $66.6M | $250K |
| WAG-ENCAP12, LLC | Other Private Fund | Ohio | 71 | $40.1M | $250K |