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WELCH INVESTMENT GROUP, LLC
CRD 131006File 801-111891
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$263.8M
Below cohort median (national)
Discretionary AUM
$263.8M
Clients
405
973 accounts
Employees
3
Below cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 20, 2017
- Principal office
- 313 NW "A" STREET, GRANTS PASS, OR, 97526
- Phone
- 541-474-6616
- Website
- HTTP://WWW.WELCHIG.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $263.8M
- Discretionary AUM
- $263.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 973
- Non-discretionary accounts
- 0
- Total accounts
- 973
- AUM per client
- $651K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $630K |
| Charitable organizations | 6 | $4.5M |
| High net worth individuals | 66 | $157.6M |
| Pension and profit sharing plans | 12 | $10.1M |
| Individuals (other than high net worth individuals) | 321 | $91.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 397 | 405 | increased by8 |
| Apr 1, 2026 | AUM | $238,510,609 | $263,795,723 | increased by$25,285,114 |
| Apr 1, 2026 | Accounts | 908 | 973 | increased by65 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 337 | 397 | increased by60 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $208,834,055 | $238,510,609 | increased by$29,676,554 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 780 | 908 | increased by128 |
| Apr 1, 2022 | Clients | 318 | 337 | increased by19 |
| Apr 1, 2022 | AUM | $180,038,322 | $208,834,055 | increased by$28,795,733 |
| Apr 1, 2022 | Accounts | 719 | 780 | increased by61 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WELCH INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WELCH INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.