Windsor Advisory Group

Windsor Advisory Group

Windsor Advisory Group was established in 2002 by CPA Harry “Trey” Dye III. Dye serves as managing partner and majority owner. The firm provides services from its Columbus headquarters to families, trusts, and foundations. Windsor allocates across hedge funds, private credit, private equity, and real estate. It holds interests in a privately held real estate development company with mixed-use properties in Columbus. The firm also operates Windsor Investment Vehicles. Geographic exposure centers on North America. Partners include Jonathon Eesley, who sits on the Ohio State University Center for Real Estate Advisory Board, John Mozola, Clayton Hall, and Carter Hatch. The firm reports $2.6 billion in assets as of March 2025. It maintains relationships with the Craig Scheckman Family Foundation and the Hall Family Fund. Jonathon Eesley participates in WELD board governance programs. No dated operational events from the last 24 months appear in available records. Windsor functions as a partner-owned entity rather than a single-family office. Decision-making rests with the named partners who also hold ownership stakes.