The Welch Group, LLC

The Welch Group, LLC (CRD# 111273) is a financial advisory firm headquartered in Birmingham, AL. They manage $1,910,586,230 in 3,089 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,911
    MILLION
  • Total Number of Accounts
    3,089
    ACCOUNTS
  • Average Account Value
    $618,513
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CO, FL, GA, LA, MS, NC, NY, SC, TN, TX, VA

Financial Advisors at The Welch Group, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Henry M. Clay
CRD#: 6081892
3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213

Henry Clay (CRD# 6081892) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 9 years of experience in the finance industry. Henry Clay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Justin T. Davenport
CRD#: 7078875
3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213

Justin Davenport (CRD# 7078875) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 2 years of experience in the finance industry. Justin Davenport has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Foster T. Hyde
CRD#: 5354267
3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213
Foster Hyde (CRD# 5354267) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 4 years of experience in the finance industry. Foster Hyde has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
4
Callie S. Jowers
CRD#: 6102342
3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213

Callie Jowers (CRD# 6102342) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 9 years of experience in the finance industry. Callie Jowers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jay H. McGowan
CRD#: 6326333
3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213

Jay McGowan (CRD# 6326333) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 7 years of experience in the finance industry. Jay McGowan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Elisabeth L. Moody
CRD#: 5149081
3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213

Elisabeth Moody (CRD# 5149081) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 12 years of experience in the finance industry. Elisabeth Moody has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
James W. Peay
CRD#: 3005421
3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213

James Peay (CRD# 3005421) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 23 years of experience in the finance industry. James Peay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Kimberly R. Reynolds
CRD#: 5338554
3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213

Kimberly Reynolds (CRD# 5338554) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has 1 year of experience in the finance industry. Kimberly Reynolds has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Matthew J. Savela
CRD#: 6921261
3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213

Matthew Savela (CRD# 6921261) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 3 years of experience in the finance industry. Matthew Savela has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Charles H. Smith
CRD#: 4452304
3940 Montclair Road, Fifth Floor, Birmingham, AL 35213

Charles Smith (CRD# 4452304) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 20 years of experience in the finance industry. Charles Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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