Role at Capfinancial Partners
- Title on Schedule A
- Managing Director
- Control
- Edward Welch is not a control person of Capfinancial Partners.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Edward Welch has held the filed role since January 2021.
The firm
Form ADV filed 30 September 2026
Career on record
Edward Welch has been registered through Capfinancial Partners since March 2020.
- Passed Series 24 · 1996
- Passed Series 2 · 1995
- Welch Hornsby, Inc.– · 29 yearsMontgomery, AL · Adviser representative · Firm CRD 104664
- Passed Series 7 and Series 63 · 1984
Registrations and exams
Edward Welch has a current investment-adviser registration in Alabama and Texas and has passed 4 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Alabama | Investment adviser representative | Approved | 2 March 2020 |
| Texas | Investment adviser representative | Approved, resident | 3 March 2020 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved, resident
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 26 September 1984 |
| Series 24 | General Securities Principal Examination | 18 April 1996 |
| Series 2 | Non-Member General Securities Examination | 2 June 1995 |
| Series 7 | General Securities Representative Examination | 15 September 1984 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- Non-Member General Securities Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Edward Virgil Welch
- CRD
- 1290275
- Registration status
- Investment adviser registration
- Office
- ONE COMMERCE STREET, SUITE 800, Montgomery, AL 36104
- Firm bio
- captrust.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
CAPTRUST lists Edward V. Welch, Jr. as managing director and head of wealth management. Official firm biography/team page
Common questions
Where does Edward Welch work?
Edward Welch has been Managing Director of Capfinancial Partners, LLC since January 2021.
Is Edward Welch a financial advisor?
Yes. Edward Welch has a current investment-adviser registration in Alabama and Texas, through Capfinancial Partners since March 2020, as of 17 October 2026.
How many years of experience does Edward Welch have?
Edward Welch has worked in the financial industry for 35 years as of 17 October 2026, counted from 1 August 1991, across 2 adviser firms.
What exams has Edward Welch passed?
Edward Welch has passed 4 licensing exams: the Series 7, Series 63, Series 2 and Series 24. The earliest, the Series 7, was passed in September 1984.
Where is Edward Welch based?
Edward Welch’s registered office is in Montgomery, AL.
Leadership at Capfinancial Partners
- James MillerChief Executive Officer
- Benjamin GoldsteinPresident
- Robert MillerChief Financial Officer
- Ann LeddyChief Compliance Officer
- Karen DeniseSenior Director
- Wilson HoyleManaging Director
- Christina Markell-BallezaManaging Director, General Counsel
- Scott MathesonManaging Director
- Jonathan MeyerChief Technology Officer
- Andrew RaggioSenior Director, Head of Trading
- Katelyn SampsonChief Human Resources Officer
- Derick ShoffManaging Director
- Michael VogelzangManaging Director, Chief Investment Officer
- Michael WunderliManaging Director