# WINDSOR ADVISORY GROUP, LLC

WINDSOR ADVISORY GROUP, LLC of COLUMBUS, OH is an SEC-registered investment adviser.

## Registration

- CRD: 122266
- Type: SEC-registered investment adviser
- SEC file number: 801-61372
- Location: 2130 QUARRY TRAILS DR, 1ST FLOOR, COLUMBUS, OH, 43228
- Phone: 614-545-0300
- Latest filing: 2026-07-01
- Regulatory AUM: $2.9B
- Discretionary AUM: $2.9B
- Non-discretionary AUM: $41.0M
- Clients: 22
- Accounts: 1,704

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (14)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122266/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122266/similar
- Related entities: https://search.stillhousedata.com/firm/122266/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122266

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.