Windsor Advisory Group

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Windsor Advisory Group Overview

Type

Multi Family Office

Year Founded

2002

General Information

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.

Contact Information

Website:
http://www.windsoradvisorygroup.com

Year Founded:
2002

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


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

Portfolio & Notable Allocations


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Windsor Advisory Group | Columbus Multi Family Office | Altss