# THE WELCH GROUP, LLC

THE WELCH GROUP, LLC of BIRMINGHAM, AL is an SEC-registered investment adviser.

## Registration

- CRD: 111273
- Type: SEC-registered investment adviser
- SEC file number: 801-56254
- Location: 3940 MONTCLAIR RD, FIFTH FLOOR, BIRMINGHAM, AL, 35213
- Phone: 205-879-5001
- Latest filing: 2026-07-16
- Regulatory AUM: $3.7B
- Discretionary AUM: $3.7B
- Clients: 28
- Accounts: 4,528

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Stewart Henry Welch | FOUNDER | — |
| Charles Hugh Rankin Smith | CHIEF INVESTMENT OFFICER | — |
| Thomas Michael Wagner | MANAGING MEMBER; SENIOR INVESTMENT ADVISER | — |
| Kimberly Rose Reynolds | MANAGING MEMBER; SENIOR INVESTMENT ADVISER | — |
| James Woodard Peay | SENIOR INVESTMENT ADVISER | — |
| Henry Marshall Clay | MANAGING MEMBER; SENIOR INVESTMENT ADVISER | — |
| Elisabeth Linley Moody | MEMBER; SENIOR INVESTMENT ADVISOR | — |
| Foster Thompson Hyde | MEMBER; SENIOR INVESTMENT ADVISOR | — |
| Brent Dewayne Gillis | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | — |
| Charles Gregory Weyandt | CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER | — |
| Jay Hallowes Mcgowan | MEMBER; SENIOR INVESTMENT ADVISOR | — |
| WELCH STEWART HENRY | FOUNDER; MANAGING MEMBER | — |
| WEYANDT CHARLES GREGORY | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| LEE SCOTT WILLIAM | DIRECTOR OF INVESTMENT STRATEGY & RESEARCH | — |
| SMITH CHARLES HUGH RANKIN | CHIEF INVESTMENT OFFICER; DIRECTOR OF FINANCIAL PLANNING | — |
| PEAY JAMES WOODARD | SENIOR INVESTMENT ADVISER | — |
| WAGNER THOMAS MICHAEL | SENIOR INVESTMENT ADVISER | — |
| REYNOLDS KIMBERLY ROSE | SENIOR INVESTMENT ADVISER | — |
| CLAY HENRY MARSHALL | SENIOR INVESTMENT ADVISER | — |
| MOODY ELISABETH LINLEY | SENIOR INVESTMENT ADVISOR | — |
| HYDE FOSTER THOMPSON | SENIOR INVESTMENT ADVISOR | — |
| Gillis Brent Dewayne | CHIEF COMPLIANCE OFFICER | — |
| Matthew Jonathan Savela | MEMBER | — |
| Justin Thomas Davenport | MEMBER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | criminal | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111273/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111273/similar
- Related entities: https://search.stillhousedata.com/firm/111273/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111273

---

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.