The Welch Group, Llc
- Regulatory AUM
- $3.7B
- Discretionary
- $3.7B
- Clients
- 1,450
- Avg AUM / client
- $2.5M
- Accounts
- 4,528
- Employees
- 28
AUM over time
Annual snapshots from Form ADV filings · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 726 | $291M | 7.91% |
| High net worth individuals | 690 | $3.4B | 91.1% |
| Pension and profit sharing plans | 5 | $10.9M | 0.3% |
| Charitable organizations | 29 | $27.2M | 0.74% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| University Of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan University Of Alabama Health Services Foundation, Pc | 2024 | |
| Bradley Arant Boult Cummings Llp Retirement Plan Bradley Arant Boult Cummings Llp | 2024 |
People (31)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stewart Henry Welch | Founder | CFP | Jan 1986 (41y) | 10% – 25% |
| Weyandt, Charles, Gregory | Chief Operating Officer | May 2001 (25y) | Less than 5% | |
| Charles Hugh Rankin Smith | Chief Investment Officer | CFP CFA | Jul 2004 (22y) | Less than 5% |
| Kimberly Rose Reynolds | Senior Investment Adviser | CFP | May 2007 (19y) | 10% – 25% |
| Thomas Michael Wagner | Senior Investment Adviser | CFP | May 2008 (18y) | 10% – 25% |
| Peay, James, Woodard | Senior Investment Adviser | May 2010 (16y) | Less than 5% | |
| Foster Thompson Hyde | Senior Investment Advisor | CFP CFA | Apr 2012 (14y) | 10% – 25% |
| Elisabeth Linley Moody | Senior Investment Advisor | CFP | Dec 2012 (14y) | 10% – 25% |
| Henry Marshall Clay | Senior Investment Adviser | CFP | Jan 2018 (9y) | 10% – 25% |
| Gillis, Brent, Dewayne | Chief Compliance Officer | Sep 2021 (5y) | Less than 5% | |
| Callie Suzanne Waldrop | Registered representative | CFP | Mar 2018 (8y) | |
| Matthew Jonathan Savela | Registered representative | CFP | May 2018 (8y) | |
| Justin Thomas Davenport | Registered representative | CFP | Apr 2019 (7y) | |
| Isabella Wesley Blount | Registered representative | CFP | May 2020 (6y) | |
| Clay William Wood | Registered representative | CFP | Jun 2021 (5y) | |
| Jay Hallowes Mcgowan | Registered representative | CFP Personal Financial Specialist | Jun 2021 (5y) | |
| Sean Alastair Tweedy | Registered representative | CFP | Dec 2021 (5y) | |
| Margaret Anne Elder Sandy | Registered representative | CFP | May 2022 (4y) | |
| Rebecca Rose Mcintyre | Registered representative | CFP | Sep 2022 (4y) | |
| Kelly Marie De Roy | Registered representative | Dec 2022 (4y) | ||
| John Douglas Beatty | Registered representative | CFP | Mar 2023 (3y) | |
| Cory Reid Reamer | Registered representative | CFP | May 2024 (2y) | |
| Madeline Jane Isenhower Kramer | Registered representative | CFP | Jul 2024 (2y) | |
| Logan Eddie Frost | Registered representative | CFP | Sep 2024 (2y) | |
| Savannah Frickey Montgomery | Registered representative | Sep 2024 (2y) | ||
| Katherine Green Deerman | Registered representative | Apr 2025 (1y) | ||
| Bradley Lewis Moore | Registered representative | CFP | Apr 2025 (1y) | |
| Sarah Elizabeth Glenn | Registered representative | Aug 2025 (1y) | ||
| Cason Wayne Westmoreland | Registered representative | CFP | Sep 2025 (1y) | |
| James Hansen Mc Cown | Registered representative | CFP | Nov 2025 (1y) | |
| Andrew David Myers | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| University Of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan | University Of Alabama Health Services Foundation, Pc | 5,019 | $1.6B | 01/01/2024 |
| Bradley Arant Boult Cummings Llp Retirement Plan | Bradley Arant Boult Cummings Llp | 1,172 | $694M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 974 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $3.6B (99% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗