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WELCH INVESTMENT GROUP, LLC
CRD 131006File 801-111891
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.