# WELCH INVESTMENT GROUP, LLC

WELCH INVESTMENT GROUP, LLC of GRANTS PASS, OR is an SEC-registered investment adviser.

## Registration

- CRD: 131006
- Type: SEC-registered investment adviser
- SEC file number: 801-111891
- Location: 313 NW "A" STREET, GRANTS PASS, OR, 97526
- Phone: 541-474-6616
- Latest filing: 2026-03-30
- Regulatory AUM: $263.8M
- Discretionary AUM: $263.8M
- Clients: 3
- Accounts: 973

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Corporations

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Josh Owen Welch | CHIEF COMPLIANCE OFFICER | — |
| Sean C Ealy | MANAGING MEMBER | — |
| WELCH JAMES STEVEN | MANAGING MEMBER; SOLE PROPRIETOR; SOLE PROPRIETOR,CCO (+1 more) | — |
| EALY SEAN C | MANAGING MEMBER | — |
| WELCH JAMES | SOLE PROPRIETOR,CCO | — |
| WELCH JOSH OWEN | CHIEF COMPLIANCE OFFICER | — |
| Sean C. Ealy | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131006/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131006/similar
- Related entities: https://search.stillhousedata.com/firm/131006/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131006

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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.