# Welch Financial Investments, LLC

> Welch Financial Investments, LLC is a state-registered investment advisory firm in Atlanta, GA, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 154359
- Filed as: WELCH FINANCIAL INVESTMENTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154359
- AdvisorCensus page: https://advisorcensus.com/firm/welch-financial-investments-llc-atlanta-ga-154359

## Quick answers

**How is Welch Financial Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Welch Financial Investments, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Welch Financial Investments, LLC located?**
Welch Financial Investments, LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is Welch Financial Investments, LLC registered with the SEC or a state?**
Welch Financial Investments, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 154359.

**How much does Welch Financial Investments, LLC manage?**
Welch Financial Investments, LLC reports $9,602,463 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Welch Financial Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (4).

**Does Welch Financial Investments, LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/154359

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $9,602,463
- Discretionary: $9,602,463
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $4,567,696 |
| High net worth individuals | 4 | $5,034,767 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/154359

### Websites listed on Form ADV (Item 1.I)
- welchfinancialinvestments.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Welch Financial Investments, LLC (CRD 154359): Form ADV filing data as of October 2026.