The Welch Group, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

111273

SEC number

801-56254

Firm type

RIA

Assets under management

$3.7B as of Mar 2, 2026

Website

www.welchgroup.com ↗

Phone

205-879-5001

Address

3940 Montclair Rd, Birmingham, AL, 35213

Advisors at this firm

28 in our index · page 1 of 1

• John Douglas BeattyCRD 7549795 · Birmingham, AL
  IA Registered
• Isabella Wesley BlountCRD 7242369 · Birmingham, AL
  IA Registered
• Henry Marshall ClayCRD 6081892 · Birmingham, AL
  IA Registered
• Justin Thomas DavenportCRD 7078875 · Birmingham, AL
  IA Registered
• Kelly Marie DeroyCRD 7643887 · Birmingham, AL
  IA Registered
• Haile Savannah FrickeyCRD 7936845 · Birmingham, AL
  IA Registered
• Logan Eddie FrostCRD 7936814 · Birmingham, AL
  IA Registered
• Sarah Elizabeth GlennCRD 8147299 · Birmingham, AL
  IA Registered
• Katherine Harriett GreenCRD 8030088 · Birmingham, AL
  IA Registered
• Foster Thompson HydeCRD 5354267 · Birmingham, AL
  IA Registered
• Madeline Jane Isenhower KramerCRD 7189265 · Birmingham, AL
  IA RegisteredRegistration inactive
• Jay Hallowes McgowanCRD 6326333 · Birmingham, AL
  IA RegisteredRegistration inactive
• Rebecca Rose McintyreCRD 7256732 · Birmingham, AL
  IA Registered
• Elisabeth Linley MoodyCRD 5149081 · Birmingham, AL
  IA Registered
• James Hansen MccownCRD 7980033 · Birmingham, AL
  IA Registered
• Bradley Lewis MooreCRD 7616538 · Birmingham, AL
  IA Registered
• Andrew David MyersCRD 8229706 · Birmingham, AL
  IA Registered
• Cory Reid ReamerCRD 5878175 · Birmingham, AL
  IA Registered
• Kimberly Rose ReynoldsCRD 5338554 · Birmingham, AL
  IA Registered
• Charles Hugh Rankin SmithCRD 4452304 · Birmingham, AL
  IA Registered
• Margaret Anne Elder SandyCRD 7498970 · Birmingham, AL
  IA Registered
• Matthew Jonathan SavelaCRD 6921261 · Birmingham, AL
  IA Registered
• Sean Alastair TweedyCRD 7347793 · Birmingham, AL
  IA RegisteredRegistration inactive
• Thomas Michael WagnerCRD 5502971 · Birmingham, AL
  IA Registered
• Callie Suzanne WaldropCRD 6102342 · Birmingham, AL
  IA Registered
• Stewart Henry WelchCRD 808380 · Birmingham, AL
  IA Registered
• Clay William WoodCRD 6561434 · Birmingham, AL
  IA Registered
• Cason Wayne WestmorelandCRD 7252630 · Birmingham, AL
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.