Josh Welch
Welch Investment Group · Grants Pass, Oregon
Josh Welch 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.
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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 5769231 |
| Exams passed | Series 65 (2009) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.welchig.com |
| Profile |
How Josh's firm compares
- Welch Investment Group's average account is about $271,000, from its Form ADV (assets managed divided by 973 accounts).
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Questions about Josh
Is Josh Welch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Josh 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 Josh charge for financial advice?
Josh's firm, Welch Investment Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Josh Welch based?
Josh Welch is based in Grants Pass, Oregon.
Is Josh Welch registered with the SEC?
Yes. Josh Welch is registered as an investment adviser representative in CA, OR and TX (CRD 5769231), 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 Josh Welch?
Through Josh'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.
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