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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Alabama
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2020
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLARK, JESSE, HARVEY | I | CFO, COO, CHIEF COMPLIANCE OFFICER | NA | Control |
| CLARK, JESSE, HARVEY | I | CFO, COO, CHIEF COMPLIANCE OFFICER | NA | Control |
| CLARK, JESSE, HARVEY | I | CFO, COO, CCO | NA | Control |
| CLARK, JESSE, HARVEY | I | CFO, CHIEF COMPLIANCE OFFICER | NA | Control |
| CLARK, JESSE, HARVEY | I | CFO, CHIEF COMPLIANCE OFFICER | NA | Control |
| CLARK, JESSE, HARVEY | I | CFO, CHIEF COMPLIANCE OFFICER | NA | Control |
| CLARK, JESSE, HARVEY | I | CFO, CHIEF COMPLIANCE OFFICER | NA | Control |
| CLARK, JESSE, HARVEY | I | CFO, COO, CHIEF COMPLIANCE OFFICER | NA | Control |
| CLARK, JESSE, HARVEY | I | CFO, CHIEF COMPLIANCE OFFICER | NA | Control |
| CLARK, JESSE, HARVEY | I | CFO, CHIEF COMPLIANCE OFFICER | NA | Control |
| GLENN, GINGER, BAKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLENN, GINGER, BAKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLENN, GINGER, BAKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLENN, GINGER, BAKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLENN, GINGER, BAKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLENN, GINGER, BAKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLENN, GINGER, BAKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLENN, GINGER, BAKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLENN, GINGER, BAKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLENN, GINGER, BAKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLENN, GINGER, BAKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLENN, GINGER, BAKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UNDERWOOD, JAMES, WILKERSON | I | CHIEF PORTFOLIO STRATEGIST | NA | Control |
| UNDERWOOD, JAMES, WILKERSON | I | CHIEF PORTFOLIO STRATEGIST | NA | Control |
| UNDERWOOD, JAMES, WILKERSON | I | CHIEF PORTFOLIO STRATEGIST | NA | Control |
| UNDERWOOD, JAMES, WILKERSON | I | CHIEF PORTFOLIO STRATEGIST | NA | Control |
| WELCH, EDWARD, VIRGIL, JR. | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER | E | Control |
| WELCH, EDWARD, VIRGIL, JR. | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER | E | Control |
| WELCH, EDWARD, VIRGIL, JR. | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER | E | Control |
| WELCH, EDWARD, VIRGIL, JR. | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER | E | Control |
| WELCH, EDWARD, VIRGIL, JR. | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER | E | Control |
| WELCH, EDWARD, VIRGIL, JR. | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER | E | Control |
| HORNSBY, JOHN, STEVEN | I | CEO, VICE CHAIRMAN, DIRECTOR | D | Control |
| HORNSBY, JOHN, STEVEN | I | CEO, VICE CHAIRMAN, DIRECTOR | D | Control |
| HORNSBY, JOHN, STEVEN | I | CEO, VICE CHAIRMAN, DIRECTOR | D | Control |
| HORNSBY, JOHN, STEVEN | I | CEO, VICE CHAIRMAN, DIRECTOR | D | Control |
| WELCH, EDWARD, VIRGIL | I | PRESIDENT, DIRECTOR | D | Control |
| WELCH, EDWARD, VIRGIL, JR. | I | PRESIDENT, DIRECTOR | D | Control |
| WELCH, EDWARD, VIRGIL, JR. | I | PRESIDENT, DIRECTOR | D | Control |
| WELCH, EDWARD, VIRGIL, JR. | I | PRESIDENT, DIRECTOR | D | Control |
| HORNSBY, JOHN, STEVEN | I | CHAIRMAN, DIRECTOR | C | Control |
| HORNSBY, JOHN, STEVEN | I | CHAIRMAN, DIRECTOR | C | Control |
| HORNSBY, JOHN, STEVEN | I | CEO, VICE CHAIRMAN, DIRECTOR | C | Control |
| HORNSBY, JOHN, STEVEN | I | CHAIRMAN, DIRECTOR | C | Control |
| HORNSBY, JOHN, STEVEN | I | CHAIRMAN, DIRECTOR | C | Control |
| HORNSBY, JOHN, STEVEN | I | CHAIRMAN, DIRECTOR | C | Control |
| HORNSBY, JOHN, STEVEN | I | CHAIRMAN, DIRECTOR | C | Control |
| HORNSBY, JOHN, STEVEN | I | CHAIRMAN, DIRECTOR | C | Control |
| HORNSBY, JOHN, STEVEN | I | CHAIRMAN, DIRECTOR | C | Control |
| HORNSBY, JOHN, STEVEN | I | CHAIRMAN, DIRECTOR | C | Control |
| HORNSBY, JOHN, STEVEN | I | CHAIRMAN, DIRECTOR | C | Control |
| HORNSBY, JOHN, STEVEN | I | CHAIRMAN, DIRECTOR | C | Control |
| HORNSBY, JOHN, STEVEN | I | CHAIRMAN, DIRECTOR | C | Control |
| WELCH, EDWARD, VIRGIL, JR. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT, DIRECTOR | C | Control |
| WELCH, EDWARD, VIRGIL, JR. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT, DIRECTOR | C | Control |
| WELCH, EDWARD, VIRGIL, JR. | I | PRESIDENT, DIRECTOR | C | Control |
| WELCH, EDWARD, VIRGIL, JR. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT, DIRECTOR | C | Control |
| WELCH, EDWARD, VIRGIL, JR. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT, DIRECTOR | C | Control |
| WELCH, EDWARD, VIRGIL, JR. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT, DIRECTOR | C | Control |
| WELCH, EDWARD, VIRGIL, JR. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT, DIRECTOR | C | Control |
| WELCH, EDWARD, VIRGIL, JR. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT, DIRECTOR | C | Control |
| WELCH, EDWARD, VIRGIL, JR. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | C | Control |
| WELCH, EDWARD, VIRGIL, JR. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT, DIRECTOR | C | Control |
| WELCH, EDWARD, VIRGIL, JR. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT, DIRECTOR | C | Control |
| WELCH, EDWARD, VIRGIL, JR. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT, DIRECTOR | C | Control |
| WELCH, EDWARD, VIRGIL, JR. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT, DIRECTOR | C | Control |
Registrations
Federal
IA
Mar 25, 2020 REGISTERED
Notice Filings (8)
AL FL GA LA MS NC TN TX
Address
ONE COMMERCE STREET, SUITE 800MONTGOMERY, AL 36104
United States
Phone: 334-272-1192