Welch is an investment advisor in Birmingham with $2.45 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
631231262
SEC advisor number
801-56254
FINRA CRD number
111273
AUM ?
$2.45 bn
(as of 6 Nov 22)
Accounts
3,293
(as of 6 Nov 22)
Employees
20
(18 investment advisory or research)
Address
Welch
3940 MONTCLAIR ROAD, FIFTH FLOOR
BIRMINGHAM
AL 35213
3940 MONTCLAIR ROAD, FIFTH FLOOR
BIRMINGHAM
AL 35213
Office hours
Monday - Friday, 8:00 AM TO 5:00 PM
Phone
205-879-5001
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Reynolds, Kimberly, Rose | Senior Investment Adviser | 01/2013 | 10-25% |
Welch, Stewart, Henry | Founder | 01/1986 | 10-25% |
Smith, Charles, Hugh Rankin | Chief Investment Officer | 12/2009 | < 5% |
Wagner, Thomas, Michael | Senior Investment Adviser | 01/2013 | 10-25% |
Peay, James, Woodard | Senior Investment Adviser | 05/2010 | < 5% |
Clay, Henry, Marshall | Senior Investment Adviser | 01/2018 | 10-25% |
Moody, Elisabeth, Linley | Senior Investment Advisor | 01/2020 | 10-25% |
Hyde, Foster, Thompson | Senior Investment Advisor | 01/2020 | 10-25% |
Gillis, Brent, Dewayne | Chief Compliance Officer | 09/2021 | < 5% |
Weyandt, Charles, Gregory | Chief Operating Officer | 05/2001 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Apr 24
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
13 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22