# Welch Investment Group, LLC

> Welch Investment Group, LLC is an SEC-registered investment advisory firm in Grants Pass, OR, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 131006
- Filed as: WELCH INVESTMENT GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Grants Pass, OR
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/131006
- AdvisorCensus page: https://advisorcensus.com/firm/welch-investment-group-llc-grants-pass-or-131006

## Quick answers

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

**How much does Welch Investment Group, LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Up to $1,000,000: 0.8% a year; Above $1,000,001: 0.6% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Welch Investment Group, LLC located?**
Welch Investment Group, LLC's principal office is in Grants Pass, OR, according to its Form ADV.

**Is Welch Investment Group, LLC registered with the SEC or a state?**
Welch Investment Group, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 131006.

**How much does Welch Investment Group, LLC manage?**
Welch Investment Group, LLC reports $263,795,723 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Welch Investment Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Welch Investment Group, LLC: Regulatory assets under management: $180,038,322 in the October 2021 data and $263,795,723 in the October 2026 data, up 47%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Welch Investment Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (321); high net worth individuals (66); pension and profit sharing plans (but not the plan participants or government pension plans) (12).

**Which custodians does Welch Investment Group, LLC use?**
Welch Investment Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Welch Investment Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/131006

**Does Welch Investment Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "Welch Investment Group does not have an account minimum. However, we may decline to accept clients with smaller portfolios."

**What changed in Welch Investment Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $238,510,609 to $263,795,723 (+11%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Up to $1,000,000: 0.8% a year
- Above $1,000,001: 0.6% a year

> Assets under Management Annual Fee (%) $0 to $1,000,000 0.80% $1,000,001 and above 0.60%

- Account minimum: None

> Welch Investment Group does not have an account minimum. However, we may decline to accept clients with smaller portfolios.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $263,795,723
- Discretionary: $263,795,723
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 321 | $90,960,833 |
| High net worth individuals | 66 | $157,647,299 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $10,082,508 |
| Charitable organizations | 6 | $4,474,806 |
| Corporations or other businesses not listed above | Fewer than 5 | $630,277 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2017 (8 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $180,038,322 | 4 | July 20, 2021 |
| October 2022 | $208,834,055 | 4 | March 31, 2022 |
| October 2023 | $186,368,716 | 4 | April 12, 2023 |
| October 2024 | $212,710,658 | 3 | March 28, 2024 |
| October 2025 | $238,510,609 | 3 | March 18, 2025 |
| October 2026 | $263,795,723 | 3 | March 30, 2026 |

Regulatory assets under management: $180,038,322 in the October 2021 data and $263,795,723 in the October 2026 data, up 47%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $238,510,609 to $263,795,723 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Welch Investment Group, LLC (CRD 131006): Form ADV filing data as of October 2026.