Welch Investments, LLC

Welch Investments, LLC (CRD# 111270) is a financial advisory firm headquartered in Birmingham, AL. They manage $186,235,762 in 872 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    186
    MILLION
  • Total Number of Accounts
    872
    ACCOUNTS
  • Average Account Value
    $213,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, FL, LA, TX

Financial Advisors at Welch Investments, LLC
Showing 1 - 4 of 4 top financial advisors.
1
James W. Peay
CRD#: 3005421
3940 Montclair Rd, Suite 501, Birmingham, AL 35213
96
Wealthminder
score

James Peay (CRD# 3005421) is an Investment Advisor Representative working at Welch Investments, LLC in Birmingham, AL and has over 18 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.

2
Stewart H. Welch
CRD#: 808380
3940 Montclair Rd, Suite 501, Birmingham, AL 35213
96
Wealthminder
score

Stewart Welch (CRD# 808380) is an Investment Advisor Representative working at Welch Investments, LLC in Birmingham, AL and has over 29 years of experience in the finance industry. Stewart Welch 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
Henry M. Clay
CRD#: 6081892
3940 Montclair Rd, Suite 501, Birmingham, AL 35213
93
Wealthminder
score

Henry Clay (CRD# 6081892) is an Investment Advisor Representative working at Welch Investments, LLC in Birmingham, AL and has over 4 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.

4
Callie S. Jowers
CRD#: 6102342
3940 Montclair Rd, Suite 501, Birmingham, AL 35213
93
Wealthminder
score

Callie Jowers (CRD# 6102342) is an Investment Advisor Representative working at Welch Investments, LLC in Birmingham, AL and has over 4 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.

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