Welch Investment Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$248,608,132
Clients
387
Advisors
2
of 3 employees
About
Welch Investment Group provides discretionary portfolio management and financial planning primarily for individuals (including high-net-worth clients), as well as trusts, estates, charitable organizations, corporations and pension consulting clients. The firm manages about $263.8 million for roughly 387 client relationships through a small advisory team and provides retirement rollover advice supported by a written "Retirement Advice Disclosure."
Portfolios are tailored to each client’s objectives and risk tolerance and generally include individual stocks and bonds, exchange-traded funds, and no-load or load-waived mutual funds, with periodic rebalancing and reviews at least annually. The firm uses multiple public research sources and asks for discretionary authority in most accounts to implement its allocations while emphasizing diversification and cost-aware administration.
The brochure highlights a couple of features that distinguish Welch from many peers: it distributes regular written client communications beyond standard quarterly statements (including periodical material) and explicitly documents coordination with clients’ accountants and attorneys as part of its services. The firm also maintains a detailed Code of Ethics (including a 24-hour blackout period for personal trades and a policy to donate any advantage gained by an employee trade) and does not vote client proxies, leaving ballots to be sent directly to clients.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.80% $1,000,001+: 0.60%
Main office
313 NW "A" Street
Grants Pass OR 97526
Advisors at this office
2
Most active in
California · Oregon · Texas
Also doing business as
James Steven Welch · Steven Welch, Certified Public Accountant · Steven Welch, Cpa · Welch Investment Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Josh W
Series 65
Grants Pass, OR
Welch Investment Group, LLC
Josh Welch is a Series 65-credentialed financial advisor with 15 years of industry experience. He has been with Welch Investment Group, LLC since 2010, where he serves as one of two advisors. The firm provides investment management and financial planning primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. Welch Investment Group customizes portfolios using a mix of individual stocks, bonds, ETFs, and mutual funds, operating as a fiduciary with discretionary authority and emphasizing written, periodic communication and coordination with clients’ other professional advisors.
Sean E
CFA®
Grants Pass, OR
Welch Investment Group, LLC
Sean Ealy is a CFA® charterholder with seven years of experience in the financial industry. He has been with Welch Investment Group, LLC since 2019, following a 24-year tenure at RVK, Inc. Welch Investment Group provides investment management and financial planning services primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management and retirement-rollover advice, operating as a fiduciary with a focus on written communications and coordination with clients’ other professional advisors.
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