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Welch Investments, LLC (Birmingham)


Welch Investments, LLC is a large advisory firm based in Birmingham. It manages $224.42 million of regulatory assets for 951 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Alabama, Florida, Georgia, Louisiana, and Texas.

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Welch Investments provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and advice on matters not involving securities.. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Welch Investments: assets under management

The assets under management (AUM) of Welch Investments, LLC is $224.42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $224.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $235.99 thousand each.
Welch Investments has custody of $1.31 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Welch Investments, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Birmingham

The principal office where Welch Investments, LLC performs its advisory services is located at 3940 Montclair Rd, Birmingham, AL 35213, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 205-871-5805 or by fax 205-423-0994. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at welchinv.com.


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