Welch Investment Group provides financial planning, portfolio management for individuals and small businesses, and publishing newsletters. Financial planning was provided to 251–500 clients last fiscal year.
Welch Investment Group reports 405 clients. They include 321 individual clients, 66 high-net-worth individuals, and 12 pension and profit-sharing plans. Of its assets, 100.0% ($264M across 973 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 34% |
| High-net-worth individuals | 16% | 60% |
| Pension and profit-sharing plans | 3% | 4% |
| Charitable organizations | 1% | 2% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 321 | $91M | 34.5% | $283K |
| High-net-worth individuals | 66 | $158M | 59.8% | $2.39M |
| Pension and profit-sharing plans | 12 | $10.1M | 3.8% | $840K |
| Charitable organizations | 6 | $4.47M | 1.7% | $746K |
| Corporations and other businesses | Fewer than 5 | $630K | 0.2% | — |
| Total | 405 | $264M | 100% | — |
- Clients
- 321
- Regulatory AUM
- $91M
- AUM share
- 34.5%
- Avg. per client
- $283K
- Clients
- 66
- Regulatory AUM
- $158M
- AUM share
- 59.8%
- Avg. per client
- $2.39M
- Clients
- 12
- Regulatory AUM
- $10.1M
- AUM share
- 3.8%
- Avg. per client
- $840K
- Clients
- 6
- Regulatory AUM
- $4.47M
- AUM share
- 1.7%
- Avg. per client
- $746K
- Clients
- Fewer than 5
- Regulatory AUM
- $630K
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 405
- Regulatory AUM
- $264M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Welch Investment Group charges 0.60%–0.80% a year for its Investment Management Fees. The whole portfolio is charged at the rate of its band. The fee is billed in arrears.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 0.80% |
| $1M and above | 0.60% |
Fee details and sources
Josh Welch owns 50% to 75% of Welch Investment Group. The leadership team of Welch Investment Group includes Chief Compliance Officer Josh Welch. It has 3 employees, 2 of them in advisory roles.
Leadership
- Josh WelchChief Compliance Officer
- Sean EalyManaging Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Sean C. Ealy
- Josh Owen Welch
- Cory M Youmans
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Welch Investment Group, LLC
Josh Welch
Control person · since April 2010
- Owns 25% to 50% of Welch Investment Group, LLC
Sean Ealy
Control person · since January 2022
Welch Investment Group’s regulatory assets grew from $180M (July 2021) to $264M (March 2026); clients rose from 318 to 405 and employees fell from 4 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $264M | 405 | 3 | 1 |
| March 2025 | $239M | 397 | 3 | 1 |
| March 2024 | $213M | 371 | 3 | 1 |
| April 2023 | $186M | 361 | 4 | 1 |
| March 2022 | $209M | 337 | 4 | 1 |
| July 2021 | $180M | 318 | 4 | 1 |
Besides its headquarters, Welch Investment Group has 0 offices, with 1 listed address in Oregon.
Oregon · 1 listed address
- 313 NW "A" Street, Grants PassHQ
Contact and registration details
- Legal name
- Welch Investment Group, LLC
- Headquarters
- 313 NW "A" Street, Grants Pass, OR 97526
- Website
- welchig.com
- Phone
- 541-474-6616
- SEC file
- 801-111891
- Structure
- Oregon LLC
- Fiscal year end
- December
Welch Investment Group uses Charles Schwab ($266M) as custodian for its separately managed accounts. Welch Investment Group has custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $266M100%
At year end, Welch Investment Group’s separately managed accounts were mostly in stocks (62%) and bonds (24%).
What the accounts hold
- Stocks62%
- Bonds24%
- Investment grade corporate bonds21%
- High-yield corporate bonds3%
- Cash7%
- Other7%
- Alternative investment, real estate, and emerging market debt7%
How many clients does Welch Investment Group have?
Welch Investment Group has 405 clients and manages $264 million for them, as of March 2026. They include 321 individual clients, 66 high-net-worth individuals, and 12 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Welch Investment Group offer?
Welch Investment Group provides financial planning, portfolio management for individuals and small businesses, and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Welch Investment Group charge?
Welch Investment Group charges 0.60%–0.80% a year for its Investment Management Fees. The whole portfolio is charged at the rate of its band. The fee is billed in arrears.
Which custodians does Welch Investment Group use?
Welch Investment Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $266M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Welch Investment Group have?
Welch Investment Group has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Welch Investment Group invest in?
At the end of its last fiscal year, Welch Investment Group’s separately managed accounts held 62% exchange-traded equities, 21% investment grade corporate bonds, 7% cash and equivalents, 7% other and 3% high-yield corporate bonds. The 7% other category is described as: Alternative Investment, Real Estate, and Emerging Market Debt.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Welch Investment Group?
Welch Investment Group’s direct owners are Josh Welch (50% to 75%) and Sean Ealy (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Welch Investment Group get paid?
Welch Investment Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Welch Investment Group?
Welch Investment Group’s main office is at 313 NW "A" Street, Grants Pass, OR 97526. Its phone number is 541-474-6616. Its website is welchig.com.