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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Alabama
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | NA | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | NA | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | NA | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | NA | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | NA | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | NA | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | NA | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | NA | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | NA | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | NA | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | NA | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | NA | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | NA | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | NA | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | NA | |
| Gillis, Brent, Dewayne | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gillis, Brent, Dewayne | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gillis, Brent, Dewayne | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gillis, Brent, Dewayne | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gillis, Brent, Dewayne | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gillis, Brent, Dewayne | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gillis, Brent, Dewayne | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gillis, Brent, Dewayne | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gillis, Brent, Dewayne | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gillis, Brent, Dewayne | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gillis, Brent, Dewayne | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gillis, Brent, Dewayne | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gillis, Brent, Dewayne | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gillis, Brent, Dewayne | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gillis, Brent, Dewayne | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gillis, Brent, Dewayne | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gillis, Brent, Dewayne | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gillis, Brent, Dewayne | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HYDE, FOSTER, THOMPSON | I | SENIOR INVESTMENT ADVISOR | NA | |
| HYDE, FOSTER, THOMPSON | I | SENIOR INVESTMENT ADVISOR | NA | |
| HYDE, FOSTER, THOMPSON | I | SENIOR INVESTMENT ADVISOR | NA | |
| HYDE, FOSTER, THOMPSON | I | SENIOR INVESTMENT ADVISOR | NA | |
| HYDE, FOSTER, THOMPSON | I | SENIOR INVESTMENT ADVISOR | NA | |
| HYDE, FOSTER, THOMPSON | I | SENIOR INVESTMENT ADVISOR | NA | |
| HYDE, FOSTER, THOMPSON | I | SENIOR INVESTMENT ADVISOR | NA | |
| MCGOWAN, JAY, HALLOWES | I | SENIOR INVESTMENT ADVISOR | NA | |
| MCGOWAN, JAY, HALLOWES | I | SENIOR INVESTMENT ADVISOR | NA | |
| MCGOWAN, JAY, HALLOWES | I | SENIOR INVESTMENT ADVISOR | NA | |
| MOODY, ELISABETH, LINLEY | I | SENIOR INVESTMENT ADVISOR | NA | |
| MOODY, ELISABETH, LINLEY | I | SENIOR INVESTMENT ADVISOR | NA | |
| MOODY, ELISABETH, LINLEY | I | SENIOR INVESTMENT ADVISOR | NA | |
| MOODY, ELISABETH, LINLEY | I | SENIOR INVESTMENT ADVISOR | NA | |
| MOODY, ELISABETH, LINLEY | I | SENIOR INVESTMENT ADVISOR | NA | |
| MOODY, ELISABETH, LINLEY | I | SENIOR INVESTMENT ADVISOR | NA | |
| MOODY, ELISABETH, LINLEY | I | SENIOR INVESTMENT ADVISOR | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| PEAY, JAMES, WOODARD | I | SENIOR INVESTMENT ADVISER | NA | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | NA | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | NA | |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | NA | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | NA | |
| WEYANDT, CHARLES, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF OPERATING OFFICER | NA | Control |
| WELCH, STEWART, HENRY | I | MANAGING MEMBER | E | Control |
| WELCH, STEWART, HENRY | I | MANAGING MEMBER | E | Control |
| WELCH, STEWART, HENRY | I | MANAGING MEMBER | E | Control |
| WELCH, STEWART, HENRY | I | MANAGING MEMBER | E | Control |
| WELCH, STEWART, HENRY | I | MANAGING MEMBER | E | Control |
| WELCH, STEWART, HENRY | I | MANAGING MEMBER | E | Control |
| WELCH, STEWART, HENRY | I | MANAGING MEMBER | E | Control |
| WELCH, STEWART, HENRY | I | MANAGING MEMBER | E | Control |
| WELCH, STEWART, HENRY | I | MANAGING MEMBER | E | Control |
| WELCH, STEWART, HENRY | I | MANAGING MEMBER | E | Control |
| WELCH, STEWART, HENRY | I | MANAGING MEMBER | E | Control |
| WELCH, STEWART, HENRY | I | MANAGING MEMBER | E | Control |
| WELCH, STEWART, HENRY | I | MANAGING MEMBER | E | Control |
| WELCH, STEWART, HENRY | I | MANAGING MEMBER | E | Control |
| WELCH, STEWART, HENRY | I | MANAGING MEMBER | E | Control |
| WELCH, STEWART, HENRY | I | MANAGING MEMBER | E | Control |
| WELCH, STEWART, HENRY | I | MANAGING MEMBER | E | Control |
| WELCH, STEWART, HENRY | I | MANAGING MEMBER | E | Control |
| WELCH, STEWART, HENRY | I | MANAGING MEMBER | E | Control |
| WELCH, STEWART, HENRY | I | MANAGING MEMBER | E | Control |
| WELCH, STEWART, HENRY | I | MANAGING MEMBER | E | Control |
| WELCH, STEWART, HENRY | I | MANAGING MEMBER | E | Control |
| WELCH, STEWART, HENRY | I | MANAGING MEMBER | E | Control |
| WELCH, STEWART, HENRY | I | MANAGING MEMBER | E | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | D | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | D | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | D | Control |
| WELCH, STEWART, HENRY | I | MANAGING MEMBER | D | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | D | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | D | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | D | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | D | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | D | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | D | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | D | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | D | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | D | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | D | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | D | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | C | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | C | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | C | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | C | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | C | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | C | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | C | Control |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | B | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | B | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | B | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | B | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | B | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | B | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | B | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | B | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | B | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | B | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | B | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | B | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | B | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | B | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | B | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | B | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | B | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | B | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | B | |
| CLAY, HENRY, MARSHALL | I | SENIOR INVESTMENT ADVISER | B | |
| HYDE, FOSTER, THOMPSON | I | SENIOR INVESTMENT ADVISOR | B | |
| HYDE, FOSTER, THOMPSON | I | SENIOR INVESTMENT ADVISOR | B | |
| HYDE, FOSTER, THOMPSON | I | SENIOR INVESTMENT ADVISOR | B | |
| HYDE, FOSTER, THOMPSON | I | SENIOR INVESTMENT ADVISOR | B | |
| HYDE, FOSTER, THOMPSON | I | SENIOR INVESTMENT ADVISOR | B | |
| HYDE, FOSTER, THOMPSON | I | SENIOR INVESTMENT ADVISOR | B | |
| HYDE, FOSTER, THOMPSON | I | SENIOR INVESTMENT ADVISOR | B | |
| HYDE, FOSTER, THOMPSON | I | SENIOR INVESTMENT ADVISOR | B | |
| HYDE, FOSTER, THOMPSON | I | SENIOR INVESTMENT ADVISOR | B | |
| HYDE, FOSTER, THOMPSON | I | SENIOR INVESTMENT ADVISOR | B | |
| HYDE, FOSTER, THOMPSON | I | SENIOR INVESTMENT ADVISOR | B | |
| HYDE, FOSTER, THOMPSON | I | SENIOR INVESTMENT ADVISOR | B | |
| HYDE, FOSTER, THOMPSON | I | SENIOR INVESTMENT ADVISOR | B | |
| LEE, SCOTT, WILLIAM | I | DIRECTOR OF INVESTMENT STRATEGY & RESEARCH | B | Control |
| LEE, SCOTT, WILLIAM | I | DIRECTOR OF INVESTMENT STRATEGY & RESEARCH | B | Control |
| LEE, SCOTT, WILLIAM | I | DIRECTOR OF INVESTMENT STRATEGY & RESEARCH | B | Control |
| MOODY, ELISABETH, LINLEY | I | SENIOR INVESTMENT ADVISOR | B | |
| MOODY, ELISABETH, LINLEY | I | SENIOR INVESTMENT ADVISOR | B | |
| MOODY, ELISABETH, LINLEY | I | SENIOR INVESTMENT ADVISOR | B | |
| MOODY, ELISABETH, LINLEY | I | SENIOR INVESTMENT ADVISOR | B | |
| MOODY, ELISABETH, LINLEY | I | SENIOR INVESTMENT ADVISOR | B | |
| MOODY, ELISABETH, LINLEY | I | SENIOR INVESTMENT ADVISOR | B | |
| MOODY, ELISABETH, LINLEY | I | SENIOR INVESTMENT ADVISOR | B | |
| MOODY, ELISABETH, LINLEY | I | SENIOR INVESTMENT ADVISOR | B | |
| MOODY, ELISABETH, LINLEY | I | SENIOR INVESTMENT ADVISOR | B | |
| MOODY, ELISABETH, LINLEY | I | SENIOR INVESTMENT ADVISOR | B | |
| MOODY, ELISABETH, LINLEY | I | SENIOR INVESTMENT ADVISOR | B | |
| MOODY, ELISABETH, LINLEY | I | SENIOR INVESTMENT ADVISOR | B | |
| MOODY, ELISABETH, LINLEY | I | SENIOR INVESTMENT ADVISOR | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | B | |
| WELCH, STEWART, HENRY | I | FOUNDER | B | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | B | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | B | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | B | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | B | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | B | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | B | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | B | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | B | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | B | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | B | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | B | Control |
| WELCH, STEWART, HENRY | I | FOUNDER | B | Control |
| LEE, SCOTT, WILLIAM | I | DIRECTOR OF INVESTMENT STRATEGY & RESEARCH | A | Control |
| LEE, SCOTT, WILLIAM | I | DIRECTOR OF INVESTMENT STRATEGY & RESEARCH | A | Control |
| LEE, SCOTT, WILLIAM | I | DIRECTOR OF INVESTMENT STRATEGY & RESEARCH | A | Control |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | A | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | A | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | A | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | A | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | A | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | A | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | A | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | A | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | A | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | A | |
| REYNOLDS, KIMBERLY, ROSE | I | SENIOR INVESTMENT ADVISER | A | |
| SMITH, CHARLES, HUGH RANKIN | I | DIRECTOR OF FINANCIAL PLANNING | A | Control |
| SMITH, CHARLES, HUGH RANKIN | I | DIRECTOR OF FINANCIAL PLANNING | A | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | A | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | A | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | A | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | A | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | A | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | A | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | A | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | A | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | A | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | A | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | A | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | A | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | A | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | A | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | A | Control |
| SMITH, CHARLES, HUGH RANKIN | I | CHIEF INVESTMENT OFFICER | A | Control |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | A | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | A | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | A | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | A | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | A | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | A | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | A | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | A | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | A | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | A | |
| WAGNER, THOMAS, MICHAEL | I | SENIOR INVESTMENT ADVISER | A | |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WEYANDT, CHARLES, GREGORY | I | CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Feb 24, 2025 REGISTERED
Notice Filings (15)
AL CA CO FL GA LA MO MS NC NY PA SC TN TX VA
Address
3940 MONTCLAIR RDFIFTH FLOOR
BIRMINGHAM, AL 35213
United States
Phone: 205-879-5001