GRANTS PASS, ORCRD 131006Latest ADV March 30, 2026
Welch Investment Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grants Pass, OR. Its latest Form ADV filing, dated March 30, 2026, reports $264M in regulatory assets under management, 3 employees, and 973 accounts.
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.3% of total clients.
Top client categories% of clientsClients
1
Individuals
79.3%
321
2
HNWI
16.3%
66
3
Pension Plans
3.0%
12
4
Charitable
1.5%
6
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$264Mas of March 30, 2026
Discretionary100.0%
$264M
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$264M
Total Accounts973
10Y AUM Change+$141M (+114.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee135:1
10Y Employee Change-1 (-25.0%)
* 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.