Skip to main content

THE WELCH GROUP, LLC

SEC Form ADV profile.

Total regulatory AUM
$3,682,452,369
Discretionary
$3,682,452,369
Non-discretionary
$0

Firm details

CRD number
111273
SEC file number
801-56254
Main office
BIRMINGHAM, AL, United States
Employees
28
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.