The Welch Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Birmingham, AL. Its latest Form ADV filing, dated March 2, 2026, reports $3.7B in regulatory assets under management, 28 employees, and 4,528 accounts.
Assets Under Management
$3.7B
Employees
28
Offices
--
Total Clients
1,450
Primary office
BIRMINGHAM, AL
3940 MONTCLAIR RD, FIFTH FLOOR, BIRMINGHAM, AL, United States
Top client segmentIndividuals represent 50.1% of total clients.
Top client categories% of clientsClients
1
Individuals
50.1%
726
2
HNWI
47.6%
690
3
Charitable
2.0%
29
4
Pension Plans
0.3%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.7Bas of March 2, 2026
Discretionary100.0%
$3.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.7B
Total Accounts4,528
10Y AUM Change+$2.8B (+302.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee52:1
10Y Employee Change+18 (+180.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.