Investment adviser · CRD 111273
THE WELCH GROUP, LLC
Investment adviser filing (IA)
BIRMINGHAM, AL, United States · Form ADV filed Aug 31, 2026
- Regulatory AUM
- $3.68B Form ADV · Item 5.F
- Client accounts
- 4,528 Accounts, not individual clients
- Employees
- 28 Reported in this filing
- Advisory professionals
- 26 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 690 | $3,353,193,397 | 91.1% |
| Individuals | 726 | $291,139,935 | 7.9% |
| Charities | 29 | $27,232,533 | 0.7% |
| Retirement plans | 5 | $10,886,504 | 0.3% |
Filing source
Form ADV 2128823 · Aug 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3940 MONTCLAIR RD, FIFTH FLOORBIRMINGHAM, AL, 35213, United States
CRD 111273
Filing source
Form ADV 2128823 · Aug 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.