Active
THE WELCH GROUP, LLC
Investment Advice|BIRMINGHAM, AL
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$3.2B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 3.2B |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 111273 |
| SEC Number | 801-56254 |
| Street Address | 3940 MONTCLAIR RD |
| Street Address 2 | FIFTH FLOOR |
| Location | BIRMINGHAM, AL 35213 |
| Country | United States |
| Phone | 205-879-5001 |
| Fax | 205-879-7979 |
| Total Employees | 25 |
Client Count by Type (1,366 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 742 |
| High Net Worth Individual… | 595 |
| Charitable Organizations | 23 |
| Pension/Profit Sharing Pl… | 6 |
Community Partners
CITY OF ADAMSVILLE
CITY OF BESSEMER
CITY OF BIRMINGHAM
CITY OF BRIGHTON
CITY OF CENTER POINT
CITY OF CLAY
CITY OF FAIRFIELD
CITY OF FULTONDALE
CITY OF GARDENDALE
CITY OF GRAYSVILLE
CITY OF HOMEWOOD
CITY OF HOOVER
CITY OF HUEYTOWN
CITY OF IRONDALE
CITY OF KIMBERLY
CITY OF LIPSCOMB
CITY OF MIDFIELD
CITY OF MOUNTAIN BROOK
CITY OF PINSON
CITY OF PLEASANT GROVE
CITY OF ADAMSVILLE
CITY OF BESSEMER
CITY OF BIRMINGHAM
CITY OF BRIGHTON
CITY OF CENTER POINT
CITY OF CLAY
CITY OF FAIRFIELD
CITY OF FULTONDALE
CITY OF GARDENDALE
CITY OF GRAYSVILLE
CITY OF HOMEWOOD
CITY OF HOOVER
CITY OF HUEYTOWN
CITY OF IRONDALE
CITY OF KIMBERLY
CITY OF LIPSCOMB
CITY OF MIDFIELD
CITY OF MOUNTAIN BROOK
CITY OF PINSON
CITY OF PLEASANT GROVE
CITY OF ADAMSVILLE
CITY OF BESSEMER
CITY OF BIRMINGHAM
CITY OF BRIGHTON
CITY OF CENTER POINT
CITY OF CLAY
CITY OF FAIRFIELD
CITY OF FULTONDALE
CITY OF GARDENDALE
CITY OF GRAYSVILLE
CITY OF HOMEWOOD
CITY OF HOOVER
CITY OF HUEYTOWN
CITY OF IRONDALE
CITY OF KIMBERLY
CITY OF LIPSCOMB
CITY OF MIDFIELD
CITY OF MOUNTAIN BROOK
CITY OF PINSON
CITY OF PLEASANT GROVE
Municipal Government
34 Active
34
Organizations
ADAMSVILLE SOLID WASTE DISPOSAL AUTHORITY
ALABAMA UNDERGROUND DAMAGE PREVENTION AUTHORITY
BESSEMER AIRPORT AUTHORITY
BESSEMER HOUSING AUTHORITY
BIRMINGHAM AIRPORT AUTHORITY
BIRMINGHAM HOUSING AUTHORITY
BIRMINGHAM JEFFERSON CIVIC CENTER AUTHORITY
BIRMINGHAM JEFFERSON COUNTY TRANSIT AUTHORITY
BIRMINGHAM PARKING AUTHORITY
CAHABA VALLEY FIRE AND EMERGENCY MEDICAL RESCUE DISTRICT
CENTER POINT FIRE DISTRICT
CITY OF ADAMSVILLE FIRE & RESCUE
DANIEL PAYNE TOWN CENTER COOPERATIVE DISTRICT
FAIRFIELD HOUSING AUTHORITY
JEFFERSON-BLOUNT-ST CLAIR MENTAL HEALTH AUTHORITY
JEFFERSON COUNTY COMMISSION
JEFFERSON COUNTY HOUSING AUTHORITY
JEFFERSON COUNTY SOIL CONSERVATION DISTRICT
LEEDS HOUSING AUTHORITY
LEEDS-MOODY PUBLIC PARK AUTHORITY
ADAMSVILLE SOLID WASTE DISPOSAL AUTHORITY
ALABAMA UNDERGROUND DAMAGE PREVENTION AUTHORITY
BESSEMER AIRPORT AUTHORITY
BESSEMER HOUSING AUTHORITY
BIRMINGHAM AIRPORT AUTHORITY
BIRMINGHAM HOUSING AUTHORITY
BIRMINGHAM JEFFERSON CIVIC CENTER AUTHORITY
BIRMINGHAM JEFFERSON COUNTY TRANSIT AUTHORITY
BIRMINGHAM PARKING AUTHORITY
CAHABA VALLEY FIRE AND EMERGENCY MEDICAL RESCUE DISTRICT
CENTER POINT FIRE DISTRICT
CITY OF ADAMSVILLE FIRE & RESCUE
DANIEL PAYNE TOWN CENTER COOPERATIVE DISTRICT
FAIRFIELD HOUSING AUTHORITY
JEFFERSON-BLOUNT-ST CLAIR MENTAL HEALTH AUTHORITY
JEFFERSON COUNTY COMMISSION
JEFFERSON COUNTY HOUSING AUTHORITY
JEFFERSON COUNTY SOIL CONSERVATION DISTRICT
LEEDS HOUSING AUTHORITY
LEEDS-MOODY PUBLIC PARK AUTHORITY
ADAMSVILLE SOLID WASTE DISPOSAL AUTHORITY
ALABAMA UNDERGROUND DAMAGE PREVENTION AUTHORITY
BESSEMER AIRPORT AUTHORITY
BESSEMER HOUSING AUTHORITY
BIRMINGHAM AIRPORT AUTHORITY
BIRMINGHAM HOUSING AUTHORITY
BIRMINGHAM JEFFERSON CIVIC CENTER AUTHORITY
BIRMINGHAM JEFFERSON COUNTY TRANSIT AUTHORITY
BIRMINGHAM PARKING AUTHORITY
CAHABA VALLEY FIRE AND EMERGENCY MEDICAL RESCUE DISTRICT
CENTER POINT FIRE DISTRICT
CITY OF ADAMSVILLE FIRE & RESCUE
DANIEL PAYNE TOWN CENTER COOPERATIVE DISTRICT
FAIRFIELD HOUSING AUTHORITY
JEFFERSON-BLOUNT-ST CLAIR MENTAL HEALTH AUTHORITY
JEFFERSON COUNTY COMMISSION
JEFFERSON COUNTY HOUSING AUTHORITY
JEFFERSON COUNTY SOIL CONSERVATION DISTRICT
LEEDS HOUSING AUTHORITY
LEEDS-MOODY PUBLIC PARK AUTHORITY
Special District
29 Active
29
Organizations
BESSEMER CITY SCHOOL DISTRICT
BIRMINGHAM CITY SCHOOL DISTRICT
FAIRFIELD BOARD OF EDUCATION
FAIRFIELD CITY SCHOOL DISTRICT
HOMEWOOD CITY SCHOOL DISTRICT
HOOVER CITY SCHOOL DISTRICT
JEFFERSON COUNTY BOARD OF EDUCATION
LEEDS CITY SCHOOL DISTRICT
MIDFIELD CITY SCHOOL DISTRICT
MOUNTAIN BROOK SCHOOLS
TARRANT CITY SCHOOL DISTRICT
TRUSSVILLE CITY SCHOOL DISTRICT
VESTAVIA HILLS CITY SCHOOL DISTRICT
BESSEMER CITY SCHOOL DISTRICT
BIRMINGHAM CITY SCHOOL DISTRICT
FAIRFIELD BOARD OF EDUCATION
FAIRFIELD CITY SCHOOL DISTRICT
HOMEWOOD CITY SCHOOL DISTRICT
HOOVER CITY SCHOOL DISTRICT
JEFFERSON COUNTY BOARD OF EDUCATION
LEEDS CITY SCHOOL DISTRICT
MIDFIELD CITY SCHOOL DISTRICT
MOUNTAIN BROOK SCHOOLS
TARRANT CITY SCHOOL DISTRICT
TRUSSVILLE CITY SCHOOL DISTRICT
VESTAVIA HILLS CITY SCHOOL DISTRICT
BESSEMER CITY SCHOOL DISTRICT
BIRMINGHAM CITY SCHOOL DISTRICT
FAIRFIELD BOARD OF EDUCATION
FAIRFIELD CITY SCHOOL DISTRICT
HOMEWOOD CITY SCHOOL DISTRICT
HOOVER CITY SCHOOL DISTRICT
JEFFERSON COUNTY BOARD OF EDUCATION
LEEDS CITY SCHOOL DISTRICT
MIDFIELD CITY SCHOOL DISTRICT
MOUNTAIN BROOK SCHOOLS
TARRANT CITY SCHOOL DISTRICT
TRUSSVILLE CITY SCHOOL DISTRICT
VESTAVIA HILLS CITY SCHOOL DISTRICT
School District
13 Active
13
Organizations
00207A LOCAL
100 FOLD
1036 MINISTRIES
146 WOODLAWN CHAPTER
1 GENERAL GORGAS UNIT 1
1 STEP 2 FITNESS
1 STEP CLOSER INC
1ST SERTOMA CLUB BIRMINGHAM 10035
1ST & TEN CLUB OF ALABAMA
2019 BIRMINGHAM BEARCATS
20TH SPECIAL FORCES SOCIETY
25-35
2ND CHANCE COMMUNITY MINISTRY
3 G COMMUNITY DEVELOPMENT CORPORATION
3ROOTS CHARITABLE FOUNDATION INC
46th Street Outreach Ministries
4 8 FATHERS
4D SOCIETY INC
4 HOOF HAVEN
5 9 Ministries
00207A LOCAL
100 FOLD
1036 MINISTRIES
146 WOODLAWN CHAPTER
1 GENERAL GORGAS UNIT 1
1 STEP 2 FITNESS
1 STEP CLOSER INC
1ST SERTOMA CLUB BIRMINGHAM 10035
1ST & TEN CLUB OF ALABAMA
2019 BIRMINGHAM BEARCATS
20TH SPECIAL FORCES SOCIETY
25-35
2ND CHANCE COMMUNITY MINISTRY
3 G COMMUNITY DEVELOPMENT CORPORATION
3ROOTS CHARITABLE FOUNDATION INC
46th Street Outreach Ministries
4 8 FATHERS
4D SOCIETY INC
4 HOOF HAVEN
5 9 Ministries
00207A LOCAL
100 FOLD
1036 MINISTRIES
146 WOODLAWN CHAPTER
1 GENERAL GORGAS UNIT 1
1 STEP 2 FITNESS
1 STEP CLOSER INC
1ST SERTOMA CLUB BIRMINGHAM 10035
1ST & TEN CLUB OF ALABAMA
2019 BIRMINGHAM BEARCATS
20TH SPECIAL FORCES SOCIETY
25-35
2ND CHANCE COMMUNITY MINISTRY
3 G COMMUNITY DEVELOPMENT CORPORATION
3ROOTS CHARITABLE FOUNDATION INC
46th Street Outreach Ministries
4 8 FATHERS
4D SOCIETY INC
4 HOOF HAVEN
5 9 Ministries
Nonprofit Organization
5646 Active
5646
Organizations
Community Partners126 organizations
CITY OF ADAMSVILLE
Municipal Government·ADAMSVILLE
CITY OF BIRMINGHAM
Municipal Government·BIRMINGHAM
CITY OF BRIGHTON
Municipal Government·BRIGHTON
CITY OF FAIRFIELD
Municipal Government·FAIRFIELD
CITY OF FULTONDALE
Municipal Government·FULTONDALE
CITY OF GARDENDALE
Municipal Government·GARDENDALE
CITY OF HOOVER
Municipal Government·HOOVER
CITY OF HUEYTOWN
Municipal Government·BESSEMER
CITY OF LIPSCOMB
Municipal Government·BESSEMER
CITY OF MOUNTAIN BROOK
Municipal Government·MOUNTAIN BRK
CITY OF PLEASANT GROVE
Municipal Government·PLEASANT GROVE
CITY OF TARRANT
Municipal Government·BIRMINGHAM
CITY OF TRUSSVILLE
Municipal Government·TRUSSVILLE
CITY OF WARRIOR
Municipal Government·WARRIOR
TOWN OF BROOKSIDE
Municipal Government·BROOKSIDE
TOWN OF CARDIFF
Municipal Government·GRAYSVILLE
TOWN OF COUNTY LINE
Municipal Government·TRAFFORD
TOWN OF MAYTOWN
Municipal Government·MULGA
TOWN OF MULGA
Municipal Government·MULGA
TOWN OF NORTH JOHNS
Municipal Government·ADGER
TOWN OF TRAFFORD
Municipal Government·TRAFFORD
ADAMSVILLE SOLID WASTE DISPOSAL AUTHORITY
Special District·ADAMSVILLE
ALABAMA UNDERGROUND DAMAGE PREVENTION AUTHORITY
Special District·FULTONDALE
BESSEMER AIRPORT AUTHORITY
Special District·BESSEMER
BIRMINGHAM AIRPORT AUTHORITY
Special District·BIRMINGHAM
BIRMINGHAM JEFFERSON CIVIC CENTER AUTHORITY
Special District·BIRMINGHAM
BIRMINGHAM JEFFERSON COUNTY TRANSIT AUTHORITY
Special District·BIRMINGHAM
BIRMINGHAM PARKING AUTHORITY
Special District·BIRMINGHAM
CAHABA VALLEY FIRE AND EMERGENCY MEDICAL RESCUE DISTRICT
Special District·BIRMINGHAM
CENTER POINT FIRE DISTRICT
Special District·BIRMINGHAM
CITY OF ADAMSVILLE FIRE & RESCUE
Special District·ADAMSVILLE
DANIEL PAYNE TOWN CENTER COOPERATIVE DISTRICT
Special District·BIRMINGHAM
FAIRFIELD HOUSING AUTHORITY
Special District·FAIRFIELD
JEFFERSON COUNTY COMMISSION
Special District·BIRMINGHAM
JEFFERSON COUNTY HOUSING AUTHORITY
Special District·BIRMINGHAM
LEEDS HOUSING AUTHORITY
Special District·LEEDS
LEEDS-MOODY PUBLIC PARK AUTHORITY
Special District·LEEDS
MINOR HEIGHTS FIRE DISTRICT
Special District·BIRMINGHAM
PALMERDALE FIRE DISTRICT
Special District·PINSON
REGIONAL PLANNING COMMISSION OF GREATER BIRMINGHAM
Special District·BIRMINGHAM
RENAISSANCE COOPERATIVE DISTRICT
Special District·BIRMINGHAM
ROCKY RIDGE FIRE DISTRICT
Special District·BIRMINGHAM
TARRANT HOUSING AUTHORITY
Special District·BIRMINGHAM
THE WATER WORKS BOARD OF THE CITY OF BIRMINGHAM
Special District·BIRMINGHAM
VESTAVIA HILLS MOUNTAIN BROOK & HOMEWOOD REGIONAL JAIL AUTHORITY
Special District·VESTAVIA HILLS
WARRIOR RIVER WATER AUTHORITY
Special District·BESSEMER
00207A LOCAL
Nonprofit Organization·GARDENDALE
100 FOLD
Nonprofit Organization·Birmingham
1036 MINISTRIES
Nonprofit Organization·Vestavia Hills
146 WOODLAWN CHAPTER
Nonprofit Organization·Birmingham
1 GENERAL GORGAS UNIT 1
Nonprofit Organization·Birmingham
1 STEP 2 FITNESS
Nonprofit Organization·Birmingham
1 STEP CLOSER INC
Nonprofit Organization·Fultondale
1ST SERTOMA CLUB BIRMINGHAM 10035
Nonprofit Organization·Birmingham
1ST & TEN CLUB OF ALABAMA
Nonprofit Organization·BIRMINGHAM
2019 BIRMINGHAM BEARCATS
Nonprofit Organization·Adamsville
20TH SPECIAL FORCES SOCIETY
Nonprofit Organization·Birmingham
25-35
Nonprofit Organization·Birmingham
2ND CHANCE COMMUNITY MINISTRY
Nonprofit Organization·Birmingham
3 G COMMUNITY DEVELOPMENT CORPORATION
Nonprofit Organization·Fairfield
3ROOTS CHARITABLE FOUNDATION INC
Nonprofit Organization·Birmingham
46th Street Outreach Ministries
Nonprofit Organization·BIRMINGHAM
4 8 FATHERS
Nonprofit Organization·Birmingham
4D SOCIETY INC
Nonprofit Organization·BIRMINGHAM
4 HOOF HAVEN
Nonprofit Organization·BIRMINGHAM
5 9 Ministries
Nonprofit Organization·Birmingham
5 POINTSWEST&CROSPLEX MERCHANT ALLIANCE GROUP
Nonprofit Organization·Birmingham
71 WOODLAWN COUNCIL
Nonprofit Organization·Birmingham
7 THUNDERS RANCH
Nonprofit Organization·Trussville
899 BLET C/O ANTHONY O HALLMAN
Nonprofit Organization·WARRIOR
9226 LOCAL UNION
Nonprofit Organization·bessemer
A4ONE
Nonprofit Organization·Homewood
AALS AN ASSOCIATION OF NALS
Nonprofit Organization·Birmingham
AAMU Magic City Metro Alumni Chapter
Nonprofit Organization·BIRMINGHAM
ABBAS HEART INC
Nonprofit Organization·Birmingham
ABCH FOUNDATION
Nonprofit Organization·BIRMINGHAM
Abiding Hearts Home Care Inc
Nonprofit Organization·Birmingham
ABI SLAM FOUNDATION
Nonprofit Organization·Birmingham
A B KEMPEL MEMORIAL FUND
Nonprofit Organization·BIRMINGHAM
ABRAHAMS PROMISE
Nonprofit Organization·Kimberly
A BRIGHTER ALABAMA
Nonprofit Organization·BIRMINGHAM
ABROMS CHARITABLE FOUNDATION INC
Nonprofit Organization·MOUNTAIN BROOK
ABUNDANT LIFE MUSIC MINISTRY
Nonprofit Organization·Birmingham
ABYSSINIA COMMUNITY AND ECONOMIC DEVELOPMENT CORPORATION INC
Nonprofit Organization·Birmingham
ACADEMY OF CRAFT TRAINING
Nonprofit Organization·BIRMINGHAM
ACADEMY OF DOCTORAL PAS INC
Nonprofit Organization·BIRMINGHAM
ACADEMY OF MANAGED CARE PHARMACY
Nonprofit Organization·Birmingham
ACADEMY TENNIS CORPORATION
Nonprofit Organization·BIRMINGHAM
ACCESS GRANTED INC
Nonprofit Organization·Birmingham
ACCOUNTING ALUMNI YOUNG PROFESSIONALS BOARD
Nonprofit Organization·BIRMINGHAM
ACE CDL DRIVER TRAINING INSTITUTE
Nonprofit Organization·BIRMINGHAM
ACE MENTOR PROGRAM OF AMERICA INC
Nonprofit Organization·BIRMINGHAM
ACES DANCE COLLECTIVE INC
Nonprofit Organization·IRONDALE
ACG EDUCATION FOUNDATION INC
Nonprofit Organization·Birmingham
ACHIEVE COMMUNITY DEVELOPMENT CORPORATION INC
Nonprofit Organization·Bessemer
ACHIEVERS IN LIFE INC
Nonprofit Organization·TRUSSVILLE