# WELCH HORNSBY, INC.

WELCH HORNSBY, INC. of MONTGOMERY, AL is an SEC-registered investment adviser.

## Registration

- CRD: 104664
- Type: SEC-registered investment adviser
- SEC file number: 801-31650
- Location: ONE COMMERCE STREET, SUITE 800, MONTGOMERY, AL, 36104
- Phone: 334-272-1192
- Latest filing: 2020-03-25
- Regulatory AUM: $1.8B
- Discretionary AUM: $1.8B
- Clients: 25
- Accounts: 1,868

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Glenn R Baker | CHIEF COMPLIANCE OFFICER | Columbus, OH |
| HORNSBY JOHN STEVEN | CEO, VICE CHAIRMAN, DIRECTOR; CHAIRMAN, DIRECTOR | — |
| WELCH EDWARD VIRGIL JR | CHAIRMAN/CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/PRESIDENT, DIRECTOR; CHIEF EXECUTIVE OFFICER/PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| CLARK JESSE HARVEY | CFO, CHIEF COMPLIANCE OFFICER; CFO, COO, CCO; CFO, COO, CHIEF COMPLIANCE OFFICER | — |
| WELCH EDWARD VIRGIL | CHAIRMAN, DIRECTOR; PRESIDENT, DIRECTOR | — |
| UNDERWOOD JAMES WILKERSON | CHIEF PORTFOLIO STRATEGIST | — |


## Private funds (2)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| PRIVATE MARKET INVESTMENT FUND II, LLC | Venture Capital Fund | — | 53 | $31.1M | $250K |
| WH&W PRIVATE MARKET INVESTMENT FUND I, LLC | Venture Capital Fund | — | 50 | $10.4M | $250K |


## Fund service providers (1)

- administrator: CARTA — 2 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104664/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104664/similar
- Related entities: https://search.stillhousedata.com/firm/104664/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104664

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.