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- Custodian
- Charles Schwab & Company ยท National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Vehicles
Services
Technology
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
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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 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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