Welch Investment Group, LLC

Overview

Welch Investment Group, LLC is an SEC registered investment adviser based in Grants Pass, OR, registered since 2017. It reports $264M in assets under management across 973 accounts, with 3 employees. It has 2 investment adviser representatives.

Reported AUM

$264M

Discretionary

100%

Accounts

973

Average account

$271K

Employees

3

Advisory reps

2

Registered since

2017

Jurisdictions

3

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Periodicals or Newsletters

Client types

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

Fee structure

Percentage of Assets

Executive officers 2 of 2

• Sean C Ealy Managing Member CRD 5643650
• Josh Owen Welch Chief Compliance Officer CRD 5769231

Advisory reps 2 of 2

• Sean C Ealy Investment Adviser Rep CRD 5643650
• Josh Owen Welch Investment Adviser Rep CRD 5769231

Location

Headquarters

313 NW A St
Grants Pass, OR 97526

County

Josephine

Metro area

Grants Pass, OR

Region

West

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: welchig.com

Every state, with registration dates

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