| Name | Title | Ownership | Since |
|---|---|---|---|
| Josh Owen Welch Control | Chief Compliance Officer | 50-75% | 2010 |
| Sean C. Ealy Control | Managing Member | 25-50% | 2022 |
Welch Investment Group, LLC reports $238.5 million in regulatory assets under management on its Form ADV.
Welch Investment Group, LLC reports 3 employees.
Welch Investment Group, LLC is based in Grants Pass, OR and has been SEC-registered since 2017.
Welch Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 313 NW "a" Street, Grants Pass, OR 97526 |
| Phone | 541-474-6616 |
| Fax | 541-955-1681 |
| Office hours | 8:00 To 5:00 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $238.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $238.5M |