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THE WELCH GROUP, LLC
CRD 111273 · SEC 801-56254
3940 MONTCLAIR RD, FIFTH FLOOR, BIRMINGHAM, AL, 35213, United States
Phone
205-879-5001
Fax
205-879-7979
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.68B
Discretionary AUM
$3.68B
Team
28 total employees; 26 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersADVICE ON MATTERS NOT INVOLVING SECURITIES.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 726 | $291.1M |
| High net worth individuals | 690 | $3.35B |
| Pension/profit sharing plans | 5 | $10.9M |
| Charitable organizations | 29 | $27.2M |
States served
AL, CA, GA, LA, MS, NY, NC, PA, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD