Multi Family Office

Windsor Advisory Group

Windsor Advisory Group is a multi-family office headquartered in Columbus. Founded in 2002 by CPA Harry “Trey” Dye, the partner-owned, fee-only firm provides integrated investment management and bespoke family office services to ultra-high-net-worth...

Windsor Advisory Group

Windsor Advisory Group

Windsor Advisory Group is a multi-family office headquartered in Columbus. Founded in 2002 by CPA Harry “Trey” Dye, the partner-owned, fee-only firm provides integrated investment management and bespoke family office services to ultra-high-net-worth individuals, trusts, and philanthropic entities . Windsor advises roughly 118 client relationships and oversees about $2.6 billion in assets as of March 2025 —guiding multigenerational wealth with disciplined, conflict-free counsel.

General information

Firm type

Multi Family Office

Year founded

2002

AUM

Location

Region

North America

Country

City

Columbus

Corporate office

43228, Columbus, Ohio, US, 2130 Quarry Trails Dr, 1st Floor

Frequently asked questions

What is Windsor Advisory Group?

Windsor Advisory Group is a multi family office headquartered in Columbus.

When was Windsor Advisory Group founded?

Windsor Advisory Group was founded in 2002.

Where is Windsor Advisory Group headquartered?

Windsor Advisory Group is headquartered in Columbus, in the North America region.

How many professionals work at Windsor Advisory Group?

Altss tracks approximately 22 professionals associated with Windsor Advisory Group.

What does Altss track for Windsor Advisory Group?

Altss maintains an OSINT-verified profile of Windsor Advisory Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Windsor Advisory Group's website?

Windsor Advisory Group's public website is www.windsoradvisorygroup.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Windsor Advisory Group?

Windsor Advisory Group is classified by Altss as a Multi Family Office within the North America region.

How does Altss source intelligence on Windsor Advisory Group?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

How fresh is the Altss profile for Windsor Advisory Group?

Windsor Advisory Group's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.

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