Welch Hornsby, Inc.

Welch Hornsby, Inc. (CRD# 104664) is a financial advisory firm headquartered in Montgomery, AL. They manage $1,673,562,262 in 452 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,674
    MILLION
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $3,702,571
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, FL, GA, LA, MS, NC, TN, TX

Financial Advisors at Welch Hornsby, Inc.
Showing 1 - 10 of 14 top financial advisors.
1
Donald F. Lutomski
CRD#: 2865968
One Commerce Street, Suite 800, Montgomery, AL 36104
96
Wealthminder
score

Donald Lutomski (CRD# 2865968) is an Investment Advisor Representative working at Welch Hornsby, Inc. in Montgomery, AL and has over 19 years of experience in the finance industry.

2
Brian S. Mitchell
CRD#: 1930933
One Commerce Street, Suite 800, Montgomery, AL 36104
96
Wealthminder
score

Brian Mitchell (CRD# 1930933) is an Investment Advisor Representative working at Welch Hornsby, Inc. in Montgomery, AL and has over 27 years of experience in the finance industry. Brian Mitchell 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
Phillip C. Anderson
CRD#: 1370143
2100 South Bridge Parkway, Ste. 650, Birmingham, AL 35209
93
Wealthminder
score

Phillip Anderson (CRD# 1370143) is an Investment Advisor Representative working at Welch Hornsby, Inc. in Birmingham, AL and has over 30 years of experience in the finance industry.

4
Robin A. Godwin
CRD#: 2998493
One Commerce Street, Suite 800, Montgomery, AL 36104
93
Wealthminder
score

Robin Godwin (CRD# 2998493) is an Investment Advisor Representative working at Welch Hornsby, Inc. in Montgomery, AL and has over 18 years of experience in the finance industry.

5
John S. Hornsby
CRD#: 1219490
One Commerce Street, Suite 800, Montgomery, AL 36104
93
Wealthminder
score

John Hornsby (CRD# 1219490) is an Investment Advisor Representative working at Welch Hornsby, Inc. in Montgomery, AL and has over 32 years of experience in the finance industry.

6
Edward V. Welch
CRD#: 1290275
One Commerce Street, Suite 800, Montgomery, AL 36104
93
Wealthminder
score

Edward Welch (CRD# 1290275) is an Investment Advisor Representative working at Welch Hornsby, Inc. in Montgomery, AL and has over 32 years of experience in the finance industry.

7
Beau K. Williams
CRD#: 3009721
One Commerce Street, Suite 800, Montgomery, AL 36104
93
Wealthminder
score

Beau Williams (CRD# 3009721) is an Investment Advisor Representative working at Welch Hornsby, Inc. in Montgomery, AL and has over 18 years of experience in the finance industry.

8
Mark A. Bishop
CRD#: 5942107
One Commerce Street, Suite 800, Montgomery, AL 36104
90
Wealthminder
score

Mark Bishop (CRD# 5942107) is an Investment Advisor Representative working at Welch Hornsby, Inc. in Montgomery, AL and has over 5 years of experience in the finance industry.

9
Brandy B. Hydrick
CRD#: 4580021
6000 Fairview Road, Southpark Towers Suite 1200, Charlotte, NC 28210
90
Wealthminder
score

Brandy Hydrick (CRD# 4580021) is an Investment Advisor Representative working at Welch Hornsby, Inc. in Charlotte, NC and has 1 year of experience in the finance industry. Brandy Hydrick 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
John P. Maloney
CRD#: 4554503
One Commerce Street, Suite 800, Montgomery, AL 36104
90
Wealthminder
score

John Maloney (CRD# 4554503) is an Investment Advisor Representative working at Welch Hornsby, Inc. in Montgomery, AL and has 1 year of experience in the finance industry.

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