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
Years of Experience
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Captrust Brokerage Details
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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.
Capfinancial Partners, LLC. (Captrust)
First Capital Solutions, LLC
Welch Hornsby And Welch Inc
Edward Welch has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Captrust