Edward
Welch

Captrust

CRD#1290275
Investment Advisor
in Montgomery, AL

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About this Advisor

Edward Welch is a financial advisor based out of Montgomery, Alabama, who has 32 years in the industry. Welch currently works for Captrust. Throughout their career, Welch has worked at Capfinancial Partners, LLC. (Captrust), First Capital Solutions, LLC and Welch Hornsby And Welch Inc. Welch holds a Series 63 license, qualifying them as a securities representative, and is registered to operate in Alabama and Texas. Captrust is an advisory company operating out of Montgomery, Alabama. It has offices in 34 locations and a total of 624 people on staff. It controls $389 billion in assets under management across its 26,410 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 103 charitable organizations. Of its 26,410 client accounts, 27% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees charged by financial advisors largely are based on which services are offered. However, fees billed by Captrust likely are comprised of any combination of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63

Years of Experience

32 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

One Commerce Street Suite 800
Montgomery, AL 36104

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Captrust Brokerage Details

Total Assets Under Management

$389,150,706,027

AL Average: $3,625,019,099
Total Number of Employees

624

AL Average: 22
Total Number of Accounts

26,410

AL Average: 1,917
Average Account Size

$14,734,976

AL Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters

Edward Welch Work History

Edward has 32 years of experience.

2020 - Present (1 year)

Capfinancial Partners, LLC. (Captrust)

1996 - 2020 (24 years)

First Capital Solutions, LLC

1988 - 2020 (32 years)

Welch Hornsby And Welch Inc

Disclosures

Edward Welch has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Captrust

Christopher Kulick
Doylestown, PA
Robert Burkhart
Tampa, FL
Michael Maresh
Austin, TX
Nicholas Decenso
Raleigh, NC
Sarah Westbrook
Raleigh, NC
Mark Bishop
Montgomery, AL
Adam Beers
Bethlehem, PA
Ryan Lee
Dayton, OH

This content was compiled from the SEC and FINRA.

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