What departments does Welch Hornsby, Inc. have?

Welch Hornsby, Inc. has employees across 2 departments including Finance, Consultant.

What is the largest department at Welch Hornsby, Inc.?

The largest department at Welch Hornsby, Inc. is Finance with 1 employees.

Where are Welch Hornsby, Inc. employees located globally?

Welch Hornsby, Inc. has employees across 1 continents and 1 countries including United States Of America.

How has Welch Hornsby, Inc.'s team size changed over time?

Welch Hornsby, Inc.'s team has remained stable from approximately 5 to 5 employees based on available data.

Welch Hornsby, Inc. Employee Directory

Financial ServicesAlabama, United States11-50 Employees

Welch Hornsby, Inc. is an independent financial services firm that provides tailored approaches to wealth management for individuals and to institutional asset management. Its services combine financial planning processes with established investment strategies to protect and preserve wealth, address economic transitions, and help clients meet financial objectives. The firm serves high-net-worth individuals and their families, professionals at various career stages, as well as endowments, foundations, and employee benefit plans, offering financial planning, portfolio management, institutional investment strategy, and fiduciary services for retirement plans. Based in Montgomery, Alabama, the firm has been operating for over three decades, delivering guidance to both private and institutional clients. In 2020, CapTrust Financial Advisors acquired Welch Hornsby, a development noted in industry coverage at the time.

Welch Hornsby, Inc. Global Highlights

North America
13

United States Of America
13

Welch Hornsby, Inc.'s Leadership

B. B. H.
Financial Planner
Mobile Phone
Email
K. M.
Investment Consultant
Mobile Phone
Email
K. E.
Retirement Plan Specialist
Mobile Phone
Email
R. G.
Client Advisor
Mobile Phone
Email

Welch Hornsby, Inc. Employee Metrics

100%

50%

0%

2026

2025

Community & Social Services
Accounting
Administrative
Analytics
Arts & Design
Other
Consultant

Contact profiles from Welch Hornsby, Inc.

Name

Title

Contact Info

Location

Last Update

B. B. H.
Financial Planner
Mobile Phone
Email
Aug 14, 2023
K. M.
Investment Consultant
Mobile Phone
Email
United StatesTennessee
Oct 17, 2024
K. E.
Retirement Plan Specialist
Mobile Phone
Email
Oct 22, 2024
R. G.
Client Advisor
Mobile Phone
Email
May 28, 2026

Frequently Asked Questions

What is Welch Hornsby, Inc. known for?

Welch Hornsby, Inc. was founded in 1988 operates in the Financial Services industry. The company's main headquarters is located in 1 Commerce Street Suite 800 Montgomery, Alabama 36104 United States; you can contact the main corporate office by phone at

+1-334-272-****

. Explore Welch Hornsby, Inc.'s company overview page for more information.

What is Welch Hornsby, Inc.'s most common email format?

Welch Hornsby, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Welch Hornsby, Inc. email formats with LeadIQ.

How many employees does Welch Hornsby, Inc. have currently?

Welch Hornsby, Inc. has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Welch Hornsby, Inc.'s key employees and leadership?

As of February 2026, Welch Hornsby, Inc.'s key employees include:

Financial Planner: B. B. H.
Investment Consultant: K. M.
Retirement Plan Specialist: K. E.
Client Advisor: R. G.

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Welch Hornsby, Inc. Employee Directory

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