WELCH INVESTMENT GROUP, LLC

CRD #131006 SEC #801-111891 GRANTS PASS, OR 541-474-6616

SEC Registered

Total AUM

$238.5M

Discretionary

$238.5M

Employees

Clients

251

Accounts

908

Firm Details

Organization Type: Limited Liability Company
State of Formation: Oregon
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 18, 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
WELCH, JOSH, OWEN	I	CHIEF COMPLIANCE OFFICER	NA
WELCH, JOSH, OWEN	I	CHIEF COMPLIANCE OFFICER	NA
WELCH, JAMES, STEVEN	I	SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER	E	Control
WELCH, JAMES, STEVEN	I	SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER	E	Control
WELCH, JAMES, STEVEN	I	SOLE PROPRIETOR,CCO	E	Control
WELCH, JAMES, STEVEN	I	SOLE PROPRIETOR,CCO	E	Control
WELCH, JAMES, STEVEN	I	SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER	E	Control
WELCH, JAMES, STEVEN	I	SOLE PROPRIETOR,CCO	E	Control
WELCH, JAMES, STEVEN	I	SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER	E	Control
WELCH, JAMES, STEVEN	I	SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER	E	Control
WELCH, JAMES, STEVEN	I	SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER	E	Control
WELCH, JAMES, STEVEN	I	SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER	E	Control
WELCH, JAMES, STEVEN	I	SOLE PROPRIETOR	E	Control
WELCH, JAMES, STEVEN	I	MANAGING MEMBER	E	Control
WELCH, JAMES, STEVEN	I	MANAGING MEMBER	D	Control
WELCH, JAMES, STEVEN	I	MANAGING MEMBER	D	Control
WELCH, JAMES, STEVEN	I	MANAGING MEMBER	D	Control
WELCH, JAMES, STEVEN	I	MANAGING MEMBER	D	Control
WELCH, JAMES, STEVEN	I	MANAGING MEMBER	D	Control
WELCH, JAMES, STEVEN	I	MANAGING MEMBER	D	Control
WELCH, JAMES, STEVEN	I	MANAGING MEMBER	D	Control
WELCH, JAMES, STEVEN	I	MANAGING MEMBER	D	Control
WELCH, JAMES, STEVEN	I	MANAGING MEMBER	D	Control
WELCH, JAMES, STEVEN	I	MANAGING MEMBER	D	Control
WELCH, JAMES, STEVEN	I	MANAGING MEMBER	D	Control
WELCH, JAMES, STEVEN	I	MANAGING MEMBER	D	Control
WELCH, JAMES, STEVEN	I	MANAGING MEMBER	D	Control
WELCH, JOSH, OWEN	I	CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JOSH, OWEN	I	CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JOSH, OWEN	I	CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JOSH, OWEN	I	CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JOSH, OWEN	I	CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JOSH, OWEN	I	CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JOSH, OWEN	I	CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JOSH, OWEN	I	CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JOSH, OWEN	I	CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JOSH, OWEN	I	CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JOSH, OWEN	I	CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JOSH, OWEN	I	CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JOSH, OWEN	I	CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JOSH, OWEN	I	CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JOSH, OWEN	I	CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JOSH, OWEN	I	CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JOSH, OWEN	I	CHIEF COMPLIANCE OFFICER	D	Control
EALY, SEAN, C.	I	MANAGING MEMBER	C	Control
EALY, SEAN, C.	I	MANAGING MEMBER	C	Control
EALY, SEAN, C.	I	MANAGING MEMBER	C	Control
EALY, SEAN, C.	I	MANAGING MEMBER	C	Control

Registrations

Federal

Mar 18, 2025 REGISTERED

Notice Filings (4)

CA LA OR TX

Address

313 NW "A" STREET
GRANTS PASS, OR 97526
United States

Phone: 541-474-6616