THE WELCH GROUP, LLC
SEC file number 801-56254
· BIRMINGHAM, AL
https://welchequities.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$2.76B
Discretionary AUM
$2.76B
Employees
23
Clients
—
Firm
- Address
- 3940 MONTCLAIR RD
BIRMINGHAM, AL 35213 - Phone
- —
- Website
- https://welchequities.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
No Form D filings matched on issuer name. (Adviser GPs often file under a separately-named LP, so a missing match is normal.)