| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Dewayne Gillis Control | Chief Compliance Officer | Under 5% | 2021 |
| Charles Gregory Weyandt Control | Chief Operating Officer | Under 5% | 2001 |
| Charles Hugh Rankin Smith Control | Chief Investment Officer | Under 5% | 2009 |
The Welch Group, LLC reports $3.2 billion in regulatory assets under management on its Form ADV.
The Welch Group, LLC reports 25 employees.
The Welch Group, LLC is based in Birmingham, AL and has been SEC-registered since 1999.
The Welch Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213 |
| Phone | 205-879-5001 |
| Fax | 205-879-7979 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1443095 |
| Discloses disciplinary history | Yes |
| Discretionary | $3.21B |
| Non-discretionary | $0 |
| Total (RAUM) | $3.21B |