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Charles Hugh Rankin Smith

THE WELCH GROUP, LLC·BIRMINGHAM, Alabama
Series 7, Series 66Clean record22 years registeredTHE WELCH GROUP, LLC
3940 MONTCLAIR RD, BIRMINGHAM, AL 35213CRD# 4452304Firm CRD# 111273

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Hugh Rankin Smith · BIRMINGHAM, AL
Registration
CRD #4452304 · THE WELCH GROUP, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

THE WELCH GROUP, LLC
Jul 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · July 1, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE WELCH GROUP, LLC
CRD 111273 · SEC 801-56254
AUM
$2.8B
Regulatory assets under management
Employees
23
3,957 client accounts
Services offered by THE WELCH GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE WELCH GROUP, LLC →
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Frequently Asked Questions

What services does Charles Hugh Rankin Smith offer?
Charles Hugh Rankin Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Charles Hugh Rankin Smith's credentials?
Charles Hugh Rankin Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Hugh Rankin Smith located?
Charles Hugh Rankin Smith is based in BIRMINGHAM, Alabama, working with THE WELCH GROUP, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Charles Hugh Rankin Smith charge for services?
Charles Hugh Rankin Smith's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE WELCH GROUP, LLC?
THE WELCH GROUP, LLC has approximately 23 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE WELCH GROUP, LLC

Henry Marshall Clay
BIRMINGHAM, AL
Foster Thompson Hyde
BIRMINGHAM, AL
James Woodard Peay
BIRMINGHAM, AL
Kimberly Rose Reynolds
BIRMINGHAM, AL
Elisabeth Linley Moody
BIRMINGHAM, AL
CFP
Stewart Henry Welch
BIRMINGHAM, AL

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