THE WELCH GROUP, LLC of BIRMINGHAM, AL is an SEC-registered investment adviser (CRD 111273). Regulatory assets under management: $3.7B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| 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 | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | criminal | — | — | — |