# William Russell Welch

> William Russell Welch is a state-registered investment advisory firm in Houston, TX, registered since 2001, with no regulatory assets under management reported in its Form ADV filing dated February 1, 2026.

- CRD: 114036
- Filed as: WILLIAM RUSSELL WELCH
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: February 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/114036
- AdvisorCensus page: https://advisorcensus.com/firm/william-russell-welch-houston-tx-114036

## Quick answers

**How is William Russell Welch compensated?**
On its Form ADV (Item 5.E, October 2026), William Russell Welch reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is William Russell Welch located?**
William Russell Welch's principal office is in Houston, TX, according to its Form ADV.

**Is William Russell Welch registered with the SEC or a state?**
William Russell Welch is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 114036.

**Does William Russell Welch report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/114036

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2001 (25 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. William Russell Welch (CRD 114036): Form ADV filing data as of October 2026.