Wealth Manager
    SEC Registered
    Manages Private Funds

    The Welch Group, LLC

    Registered investment advisor · Birmingham, Alabama · CRD #111273

    Assets Under Management
    $3.7B
    Client Accounts
    4,528
    Employees
    28
    CRD Number
    111273
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About The Welch Group, LLC

    The Welch Group, LLC, founded in 1984, is a fee-only investment advisory firm offering personalized financial planning and management services, with a focus on high net worth individuals and families. It provides comprehensive wealth management and emphasizes community involvement. The firm operates with a team of 11-50 employees.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for The Welch Group, LLC

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    Frequently Asked Questions

    What is The Welch Group, LLC's AUM?

    The Welch Group, LLC reports approximately $3.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is The Welch Group, LLC headquartered?

    The Welch Group, LLC is headquartered in Birmingham, Alabama.

    What is The Welch Group, LLC's CRD number?

    The Welch Group, LLC's CRD number is 111273. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does The Welch Group, LLC manage?

    The Welch Group, LLC manages approximately 4,528 client accounts according to its latest SEC filing.

    Is The Welch Group, LLC SEC registered?

    Yes, The Welch Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

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