Overview
Assets Under Management: $3.2 billion
Headquarters: BIRMINGHAM, AL
High-Net-Worth Clients: 595
Average Client Assets: $5 million
Frequently Asked Questions
THE WELCH GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111273), THE WELCH GROUP, LLC is subject to fiduciary duty under federal law.
THE WELCH GROUP, LLC is headquartered in BIRMINGHAM, AL.
THE WELCH GROUP, LLC serves 595 high-net-worth clients according to their SEC filing dated February 24, 2025. View client details ↓
According to their SEC Form ADV, THE WELCH GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
THE WELCH GROUP, LLC is ranked #137 by Forbes in 2025. Learn more about these rankings ↓
THE WELCH GROUP, LLC manages $3.2 billion in client assets according to their SEC filing dated February 24, 2025.
According to their SEC Form ADV, THE WELCH GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Recent Rankings
Forbes 2025: 137
Forbes 2024: 149
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 595
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.52
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 4,185
Discretionary Accounts: 4,185
Regulatory Filings
CRD Number: 111273
Last Filing Date: 2025-02-24 00:00:00
Website: https://welchgroup.com