WELCH HORNSBY, INC.
CRD #104664 SEC #801-31650 MONTGOMERY, AL 334-272-1192
SEC Registered Private Funds
Total AUM
$1.8B
Discretionary
$1.8B
Employees
25
Clients
101
Accounts
1,868
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2020 | $1.8B | $1.8B | $0 | 25 | 17 |
| Feb 2020 | $1.8B | $1.8B | $0 | 27 | 21 |
| Mar 2019 | $1.8B | $1.8B | $0 | 27 | 21 |
| Mar 2018 | $1.9B | $1.9B | $0 | 27 | 21 |
| Mar 2017 | $1.7B | $1.7B | $0 | 27 | 400 |
| Dec 2016 | $1.7B | $1.7B | $0 | 26 | 400 |
| Mar 2016 | $1.7B | $1.7B | $0 | 26 | 400 |
| Apr 2015 | $1.7B | $1.7B | $0 | 26 | 400 |
| Mar 2015 | $1.7B | $1.7B | $0 | 26 | 400 |
| Mar 2014 | $1.7B | $1.7B | $0 | 24 | 400 |
| Dec 2013 | $1.5B | $1.5B | $0 | 24 | 400 |
| Mar 2013 | $1.5B | $1.5B | $0 | 24 | 400 |
| Mar 2012 | $1.4B | $1.4B | $0 | 11 | 400 |
| Aug 2011 | $1.4B | $1.4B | $0 | -- | -- |
| Mar 2011 | $1.4B | $1.4B | $0 | -- | -- |
| Mar 2011 | $1.4B | $1.4B | $0 | -- | -- |
| Aug 2010 | $1.3B | $1.1B | $286.2M | -- | -- |
| Mar 2010 | $1.3B | $1.1B | $286.2M | -- | -- |
| Feb 2009 | $1B | $800.3M | $237.4M | -- | -- |
| Aug 2007 | $1.4B | $1.1B | $346.2M | 10 | -- |
| Mar 2007 | $1.4B | $1.1B | $346.2M | 10 | -- |
| Feb 2007 | $1.4B | $1.1B | $346.2M | 10 | -- |
| Feb 2006 | $1.3B | $990.6M | $320.8M | 10 | -- |
DateMar 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees25
Clients17
DateFeb 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees27
Clients21
DateMar 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees27
Clients21
DateMar 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees27
Clients21
DateMar 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees27
Clients400
DateDec 2016
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees26
Clients400
DateMar 2016
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees26
Clients400
DateApr 2015
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees26
Clients400
DateMar 2015
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees26
Clients400
DateMar 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees24
Clients400
DateDec 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees24
Clients400
DateMar 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees24
Clients400
DateMar 2012
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees11
Clients400
DateAug 2011
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$286.2M
Employees--
Clients--
DateMar 2010
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$286.2M
Employees--
Clients--
DateFeb 2009
Total AUM$1B
Discretionary$800.3M
Non-Disc.$237.4M
Employees--
Clients--
DateAug 2007
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$346.2M
Employees10
Clients--
DateMar 2007
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$346.2M
Employees10
Clients--
DateFeb 2007
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$346.2M
Employees10
Clients--
DateFeb 2006
Total AUM$1.3B
Discretionary$990.6M
Non-Disc.$320.8M
Employees10
Clients--