This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-28-1991
- Office Locations
- 1
Office Locations
About THE Welch Group, LLC
The Welch Group is a Birmingham, Alabama-based fee-only wealth management firm founded in 1984. The team provides comprehensive financial planning and portfolio construction for families, retirees, and entrepreneurs across Alabama and beyond, using primarily ETF- and public-fund-based portfolios alongside tax, estate, education/529, charitable, and insurance planning. The firm highlights a commission-free, non-proprietary approach and community giving through its foundation.
Reported data analysis
What the numbers show
Between February 24, 2025 and August 31, 2026, reported AUM increased 14.6%, from $3.2B to $3.7B.
Across 5 reported observations, AUM increased 50.3% between November 6, 2022 and August 31, 2026, from $2.4B to $3.7B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 26 advisory representatives and 1,450 clients, or 55.8 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 1 reported office location and 35 years in operation. The source data was last updated on August 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review THE Welch Group, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full THE Welch Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
HENRY MARSHALL CLAY
Managing Member, Partner, Senior Advisor
- CRD
- #6081892
- Ownership
- 10% but less than 25%
FOSTER THOMPSON HYDE
Senior Advisor
- CRD
- #5354267
- Ownership
- 10% but less than 25%
Showing 2 of 12 owners & executives
Unlock allContacts
John Douglas Beatty
Associate Advisor
- CRD
- #7549795
Isabella Wesley Blount
Financial Advisor
- CRD
- #7242369
Showing 2 of 30 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,682,452,369 | $813,262 |
| Non-Discretionary | $0 | -- |
| Total | $3,682,452,369 | $813,262 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
THE Welch Group, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
THE Welch Group, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.