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 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.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss 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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