{
  "crd_number": 142893,
  "slug": "welsh-financial-and-accounting-services-llc-sykesville-md-142893",
  "primary_business_name": "WELSH FINANCIAL & ACCOUNTING SERVICES,LLC",
  "legal_name": "WELSH FINANCIAL & ACCOUNTING SERVICES,LLC",
  "dbas": [],
  "city": "Sykesville",
  "state": "MD",
  "country": "United States",
  "cbsa_code": "12580",
  "metro": {
    "cbsa_code": "12580",
    "common_name": "Baltimore",
    "msa_name": "Baltimore-Columbia-Towson, MD",
    "path": "/advisors/md/baltimore"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2007-05-21",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2016-06-03",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 0,
  "advisory_employees": 0,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning"
  ],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 2,
  "states_registered": [
    "MD"
  ],
  "websites": [
    "https://welshfinacctg.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/142893",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "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?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "SYKESVILLE",
  "url": "https://advisorcensus.com/firm/welsh-financial-and-accounting-services-llc-sykesville-md-142893",
  "display_name": "Welsh Financial & Accounting Services,llc",
  "summary": "Welsh Financial & Accounting Services,llc is a state-registered investment advisory firm in Sykesville, MD, registered since 2007, with no regulatory assets under management reported in its Form ADV filing dated June 3, 2016.",
  "citation": "AdvisorCensus. Welsh Financial & Accounting Services,llc (CRD 142893): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services"
  ],
  "quick_answers": [
    {
      "q": "How is Welsh Financial & Accounting Services,llc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Welsh Financial & Accounting Services,llc reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Welsh Financial & Accounting Services,llc located?",
      "a": "Welsh Financial & Accounting Services,llc's principal office is in Sykesville, MD, according to its Form ADV."
    },
    {
      "q": "Is Welsh Financial & Accounting Services,llc registered with the SEC or a state?",
      "a": "Welsh Financial & Accounting Services,llc is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 142893."
    },
    {
      "q": "Does Welsh Financial & Accounting Services,llc report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). 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/142893"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/welsh-financial-and-accounting-services-llc-sykesville-md-142893.md",
  "clients": [],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/142893",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}