THE WELCH GROUP, LLC
CRD #111273 SEC #801-56254 BIRMINGHAM, AL 205-879-5001
SEC Registered
Total AUM
$3.2B
Discretionary
$3.2B
Employees
25
Clients
--
Accounts
4,185
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $3.2B | $3.2B | $0 | 25 | 1 |
| Feb 2025 | $3.2B | $3.2B | $0 | 25 | 1 |
| Feb 2025 | $3.2B | $3.2B | $0 | 25 | 1 |
| Nov 2024 | $2.8B | $2.8B | $0 | 23 | 0 |
| Feb 2024 | $2.8B | $2.8B | $0 | 23 | 0 |
| Feb 2024 | $2.8B | $2.8B | $0 | 23 | 0 |
| Oct 2023 | $2.5B | $2.5B | $0 | 25 | 0 |
| Jul 2023 | $2.5B | $2.5B | $0 | 25 | 0 |
| Mar 2023 | $2.5B | $2.5B | $0 | 25 | 0 |
| Mar 2023 | $2.5B | $2.5B | $0 | 25 | 0 |
| Nov 2022 | $2.4B | $2.4B | $0 | 20 | 0 |
| Aug 2022 | $2.4B | $2.4B | $0 | 20 | 0 |
| Jul 2022 | $2.4B | $2.4B | $0 | 20 | 0 |
| Feb 2022 | $2.4B | $2.4B | $0 | 20 | 0 |
| Feb 2022 | $2.4B | $2.4B | $0 | 20 | 0 |
| Jan 2022 | $1.9B | $1.9B | $0 | 18 | 0 |
| Sep 2021 | $1.9B | $1.9B | $0 | 18 | 0 |
| Sep 2021 | $1.9B | $1.9B | $0 | 18 | 0 |
| Jan 2021 | $1.9B | $1.9B | $0 | 18 | 0 |
| Jan 2021 | $1.9B | $1.9B | $0 | 18 | 0 |
| Nov 2020 | $1.8B | $1.8B | $0 | 17 | 0 |
| Jul 2020 | $1.8B | $1.8B | $0 | 17 | 0 |
| Jul 2020 | $1.8B | $1.8B | $0 | 17 | 0 |
| Jun 2020 | $1.8B | $1.8B | $0 | 17 | 0 |
| Feb 2020 | $1.8B | $1.8B | $0 | 17 | 0 |
| Sep 2019 | $1.4B | $1.4B | $0 | 16 | 0 |
| Jun 2019 | $1.4B | $1.4B | $0 | 16 | 0 |
| Apr 2019 | $1.4B | $1.4B | $0 | 16 | 0 |
| Mar 2019 | $1.4B | $1.4B | $0 | 16 | 0 |
| Nov 2018 | $1.4B | $1.4B | $0 | 15 | 0 |
| Oct 2018 | $1.4B | $1.4B | $0 | 15 | 0 |
| Aug 2018 | $1.4B | $1.4B | $0 | 15 | 0 |
| Mar 2018 | $1.4B | $1.4B | $0 | 15 | 0 |
| Jan 2018 | $1.4B | $1.4B | $0 | 14 | 0 |
| Sep 2017 | $914.9M | $914.9M | $0 | 10 | 400 |
| Mar 2017 | $914.9M | $914.9M | $0 | 10 | 400 |
| Sep 2016 | $853.9M | $853.9M | $0 | 8 | 400 |
| Jun 2016 | $787M | $787M | $0 | 8 | 400 |
| Mar 2016 | $787M | $787M | $0 | 8 | 400 |
| Feb 2016 | $787M | $787M | $0 | 8 | 400 |
| Nov 2015 | $743.7M | $743.7M | $0 | 8 | 300 |
| Mar 2015 | $743.7M | $743.7M | $0 | 8 | 300 |
| Nov 2014 | $645.1M | $645.1M | $0 | 8 | 300 |
| Jun 2014 | $645.1M | $645.1M | $0 | 8 | 300 |
| Mar 2014 | $645.1M | $645.1M | $0 | 8 | 300 |
| Oct 2013 | $538.9M | $538.9M | $0 | 8 | 300 |
| Feb 2013 | $538.9M | $538.9M | $0 | 8 | 300 |
| Apr 2012 | $441M | $441M | $0 | 6 | 300 |
| Mar 2012 | $441M | $441M | $0 | 6 | 300 |
| Mar 2011 | $391.1M | $391.1M | $0 | 10 | -- |
| Mar 2007 | $357.2M | $357.2M | $0 | 10 | -- |
| Mar 2006 | $306.8M | $306.8M | $0 | 10 | -- |
| Apr 2004 | $186.4M | $186.4M | $0 | 10 | -- |
| Apr 2002 | $148.3M | $142.8M | $5.6M | 10 | -- |
| Jun 2001 | $148.3M | $142.8M | $5.6M | 10 | -- |
| Jun 2001 | $148.3M | $142.8M | $5.6M | 10 | -- |
| May 2001 | $148.3M | $142.8M | $5.6M | 10 | -- |
| May 2001 | $148.3M | $142.8M | $5.6M | 10 | -- |
DateFeb 2025
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees25
Clients1
DateFeb 2025
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees25
Clients1
DateFeb 2025
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees25
Clients1
DateNov 2024
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees23
Clients0
DateFeb 2024
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees23
Clients0
DateFeb 2024
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees23
Clients0
DateOct 2023
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees25
Clients0
DateJul 2023
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees25
Clients0
DateMar 2023
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees25
Clients0
DateMar 2023
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees25
Clients0
DateNov 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees20
Clients0
DateAug 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees20
Clients0
DateJul 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees20
Clients0
DateFeb 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees20
Clients0
DateFeb 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees20
Clients0
DateJan 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees18
Clients0
DateSep 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees18
Clients0
DateSep 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees18
Clients0
DateJan 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees18
Clients0
DateJan 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees18
Clients0
DateNov 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees17
Clients0
DateJul 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees17
Clients0
DateJul 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees17
Clients0
DateJun 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees17
Clients0
DateFeb 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees17
Clients0
DateSep 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees16
Clients0
DateJun 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees16
Clients0
DateApr 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees16
Clients0
DateMar 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees16
Clients0
DateNov 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees15
Clients0
DateOct 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees15
Clients0
DateAug 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees15
Clients0
DateMar 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees15
Clients0
DateJan 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients0
DateSep 2017
Total AUM$914.9M
Discretionary$914.9M
Non-Disc.$0
Employees10
Clients400
DateMar 2017
Total AUM$914.9M
Discretionary$914.9M
Non-Disc.$0
Employees10
Clients400
DateSep 2016
Total AUM$853.9M
Discretionary$853.9M
Non-Disc.$0
Employees8
Clients400
DateJun 2016
Total AUM$787M
Discretionary$787M
Non-Disc.$0
Employees8
Clients400
DateMar 2016
Total AUM$787M
Discretionary$787M
Non-Disc.$0
Employees8
Clients400
DateFeb 2016
Total AUM$787M
Discretionary$787M
Non-Disc.$0
Employees8
Clients400
DateNov 2015
Total AUM$743.7M
Discretionary$743.7M
Non-Disc.$0
Employees8
Clients300
DateMar 2015
Total AUM$743.7M
Discretionary$743.7M
Non-Disc.$0
Employees8
Clients300
DateNov 2014
Total AUM$645.1M
Discretionary$645.1M
Non-Disc.$0
Employees8
Clients300
DateJun 2014
Total AUM$645.1M
Discretionary$645.1M
Non-Disc.$0
Employees8
Clients300
DateMar 2014
Total AUM$645.1M
Discretionary$645.1M
Non-Disc.$0
Employees8
Clients300
DateOct 2013
Total AUM$538.9M
Discretionary$538.9M
Non-Disc.$0
Employees8
Clients300
DateFeb 2013
Total AUM$538.9M
Discretionary$538.9M
Non-Disc.$0
Employees8
Clients300
DateApr 2012
Total AUM$441M
Discretionary$441M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$441M
Discretionary$441M
Non-Disc.$0
Employees6
Clients300
DateMar 2011
Total AUM$391.1M
Discretionary$391.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$357.2M
Discretionary$357.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$306.8M
Discretionary$306.8M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$186.4M
Discretionary$186.4M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$148.3M
Discretionary$142.8M
Non-Disc.$5.6M
Employees10
Clients--
DateJun 2001
Total AUM$148.3M
Discretionary$142.8M
Non-Disc.$5.6M
Employees10
Clients--
DateJun 2001
Total AUM$148.3M
Discretionary$142.8M
Non-Disc.$5.6M
Employees10
Clients--
DateMay 2001
Total AUM$148.3M
Discretionary$142.8M
Non-Disc.$5.6M
Employees10
Clients--
DateMay 2001
Total AUM$148.3M
Discretionary$142.8M
Non-Disc.$5.6M
Employees10
Clients--