# Windsor Advisory Group

Windsor Advisory Group is a Multi Family Office based in Columbus, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Columbus, United States
- **Region:** North America
- **Address:** Columbus, Ohio, United States
- **Founded:** 2002
- **Assets under management:** 2600 (Altss estimate)
- **Website:** www.windsoradvisorygroup.com
- **LinkedIn:** https://www.linkedin.com/company/windsor-advisory-group/

## Regulatory record

- **CRD number:** 122266
- **SEC file number:** 801-61372
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-26T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/122266

## About

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.

## Sectors

- Private Equity
- Private Credit
- Real Estate
- Hedge Funds

## People

- Harry “Trey” Dye III — Managing Partner and majority owner
- Jonathon Eesley — Partner
- John Mozola — Partner
- Clayton Hall — Partner

## Questions

### Who runs investment decisions at Windsor Advisory Group?

Harry “Trey” Dye III serves as managing partner and majority owner. Additional partners Jonathon Eesley, John Mozola, Clayton Hall, and Carter Hatch participate in firm decisions.

### Does Windsor Advisory Group participate in fund commitments or only direct deals?

Windsor allocates to hedge funds, private credit, and private equity managers while also holding direct real estate assets through a development company.

### What investment stages does Windsor Advisory Group typically target?

The firm does not publish stage preferences. Its allocations include hedge funds, private credit, private equity, and real estate.

## Related profiles

- [Anewa](https://altss.com/profile/anewa)
- [IMT Gruppe](https://altss.com/profile/imt-gruppe)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/windsor-advisory-group

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