Welch Hornsby & Welch, Inc (Montgomery)


Welch Hornsby & Welch, Inc is a large advisory firm based in Montgomery. It manages $1.39 billion of regulatory assets for 391 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Florida, Mississippi, and Texas.

Welch Hornsby & Welch provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Welch Hornsby & Welch: assets under management

The assets under management (AUM) of Welch Hornsby & Welch, Inc is $1.39 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.39 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.54 million each.
Welch Hornsby & Welch has custody of $49.57 million in cash and securities for 111 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Welch Hornsby & Welch, Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Welch Hornsby & Welch, Inc

John Steven Hornsby joined the executive team most recently as the Chairman, Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Edward Virgil Welch Chairman, director 1 Jan 1988 50% - 75% 2511612
John Steven Hornsby Ceo, vice chairman, director 1 Jan 1988 25% - 50% 1219490
(Jr) Edward Virgil Welch President, director 1 Jan 1988 25% - 50% 1290275
Edward Virgil Jr. Welch President, director 1 Jan 1988 50% - 75% 1290275
Jesse Harvey Clark Cfo, coo, cco 1 Jan 1996 Other 2715332
John Steven Hornsby Chairman, director 1 Jan 2010 25% - 50% 1219490
Edward Virgil Jr. Welch Chief executive officer/president, director 1 Jan 2010 25% - 50% 1290275
Edward Virgil Jr. Welch Chief executive officer/president, director & chief compliance officer 1 Jan 2012 25% - 50% 1290275

Based in Montgomery

The principal office where Welch Hornsby & Welch, Inc performs its advisory services is located at One Commerce Street, Suite 800, Montgomery, AL 36104 The mailing address of the firm is P.O. Box 4959, Montgomery, AL 36103. An additional office of the firm is in Birmingham, AL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 334-272-1192 or by fax 334-244-9091. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.