The Welch Group, LLC
● SEC registered since 1999CRD 111273SEC# 801-56254Birmingham, AL
Reg. AUM
$3.68B
Employees
28
Accounts
4,528
Location
Birmingham, AL
The Welch Group, LLC assets under management
The Welch Group, LLC is an investment advisory firm registered with the SEC based in Birmingham, AL. The firm has been registered since 1999. It reports $3.7 billion in regulatory assets under management and employs 28 people.
The Welch Group, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Dewayne Gillis Control | Chief Compliance Officer And Chief Operating Officer | Under 5% | 2021 |
| Charles Gregory Weyandt Control | Chief Financial Officer | Under 5% | 2001 |
| Charles Hugh Rankin Smith Control | Chief Investment Officer | Under 5% | 2009 |
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Join to unlock · $37/moFrequently asked questions
How much does The Welch Group, LLC manage?
The Welch Group, LLC reports $3.7 billion in regulatory assets under management on its Form ADV.
How many employees does The Welch Group, LLC have?
The Welch Group, LLC reports 28 employees.
Where is The Welch Group, LLC located?
The Welch Group, LLC is based in Birmingham, AL and has been SEC-registered since 1999.
Does The Welch Group, LLC disclose fund performance?
The Welch Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213 |
| Phone | 205-879-5001 |
| Fax | 205-879-7979 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1443095 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.68B▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$3.68Bregulatory AUM
Discretionary $3.68B