The Welch Group, LLC

Overview

The Welch Group, LLC is an SEC registered investment adviser based in Mountain Brk, AL, registered since 1991. It reports $3.7B in assets under management across 4,528 accounts, with 28 employees. It has 28 investment adviser representatives.

Reported AUM

$3.7B

Discretionary

100%

Accounts

4,528

Average account

$813K

Employees

28

Advisory reps

28

Registered since

1991

Jurisdictions

15

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 12

• Henry Marshall Clay Managing Member CRD 6081892
• Kimberly Rose Reynolds Managing Member CRD 5338554
• Stewart Henry Welch III Founder CRD 808380

9 more executive officers, with direct contact details

Advisory reps 3 of 28

• John Douglas Beatty Investment Adviser Rep CRD 7549795
• Isabella Wesley Blount Investment Adviser Rep CRD 7242369
• Henry Marshall Clay Investment Adviser Rep CRD 6081892

25 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3940 Montclair Rd Fl Fifth
Mountain Brk, AL 35213

County

Jefferson

Metro area

Birmingham-Hoover, AL

Region

South

Registrations

• SEC registered
• Registered in 15 jurisdictions
• Website: welchgroup.com

Every state, with registration dates

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