RIA Intel›Advisers›Alabama›WELCH HORNSBY, INC.

WELCH HORNSBY, INC.

Advisory

N·MONTGOMERY, AL

Data as of Mar 25, 2020 · Source: SEC Form ADV

Total AUM

$1.8B

1-Year AUM Growth

-2.2%

3-Year CAGR

+0.8%

Employees

14

Assets Under Management

Total AUM$1.8B

Discretionary AUM$1.8B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees14

Investment Advisers25

Employee Growth (1Y)—

Filing History

Total Filings on Record31

First FilingJan 29, 2001

Latest FilingMar 25, 2020

🔒 Full AUM trend chart and 31 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WELCH HORNSBY, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.