Cory Youmans
Welch Investment Group · Grants Pass, Oregon
Cory Youmans is a fee-only financial advisor at Welch Investment Group in Grants Pass, Oregon. Welch Investment Group reports charging a percentage of assets on its Form ADV.
Request an introduction to Cory →
Facts
| Firm | Welch Investment Group |
|---|---|
| Based in | Grants Pass, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $263.8M across 973 accounts |
| SEC registration | Investment adviser representative in CA, OR, TX · CRD 5491260 |
| Exams passed | Series 63 (2010) · Series 65 (2013) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.welchig.com |
How Cory's firm compares
- Welch Investment Group's average account is about $271,000, from its Form ADV (assets managed divided by 973 accounts).
Request an introduction to Cory
Tell Cory a little about what you're looking for. Cory isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Cory
Is Cory Youmans a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cory holds no broker registration, and Welch Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cory charge for financial advice?
Cory's firm, Welch Investment Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Cory Youmans based?
Cory Youmans is based in Grants Pass, Oregon.
Is Cory Youmans registered with the SEC?
Yes. Cory Youmans is registered as an investment adviser representative in CA, OR and TX (CRD 5491260), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Welch Investment Group manage?
Welch Investment Group reports $263.8M across 973 accounts in assets under management.
How do I contact Cory Youmans?
Through Cory's website, www.welchig.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.