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RIA / WealthAdvisor41 years in industry

Edward Virgil Welch

Advisor at CAPTRUST

MONTGOMERY, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8bfe1fdc-a037-8722-b116-c70b505f8d61

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 2
Observed: Aug 2, 1991 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Edward Virgil Welch

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Edward Virgil Jr. Welch

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPTRUST
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 26, 1984earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 2
Exams: S63
First exam: Sep 26, 1984
First registration: Aug 2, 1991
Dual registered: no
Other names: EDWARD VIRGIL WELCH|(JR) EDDIE WELCH|(JR) EDWARD VIRGIL WELCH|EDWARD VIRGIL WELCH|EDWARD VIRGIL, JR. WELCH
IAPD individual key: 1290275

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Captrust	Institutional manager	Mar 2, 2020	n/a	yes	MONTGOMERY, AL	Current employment
WELCH HORNSBY, INC.	Former SEC adviser	Aug 2, 1991	May 22, 2020	no	MONTGOMERY, AL\|MONTGOMERY, AL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELCH HORNSBY, INC.	Captrust	May 22, 2020	Mar 2, 2020	-81	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
104664:175112:AL:2020-05-22	May 22, 2020	Mar 2, 2020	MONTGOMERY, AL	Firm change after gap

Relationships

Registered with (2)

→ CAPTRUSTRegistered adviserregistration: current employment
Mar 2, 2020 to presentfactForm ADV
→ WELCH HORNSBY, INC.Registered adviserregistration: previous registration
Aug 2, 1991 to May 22, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8bfe1fdc-a037-8722-b116-c70b505f8d61
First observed: Aug 2, 1991
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Edward Virgil Welch

Advisor at CAPTRUST

MONTGOMERY, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8bfe1fdc-a037-8722-b116-c70b505f8d61

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:14 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Captrust

Institutional manager

Mar 2, 2020

n/a

yes

MONTGOMERY, AL

Current employment

WELCH HORNSBY, INC.

Former SEC adviser

Aug 2, 1991

May 22, 2020

MONTGOMERY, AL|MONTGOMERY, AL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WELCH HORNSBY, INC.

Captrust

May 22, 2020

Mar 2, 2020

-81

Firm change after gap

Other

Team

Left

Joined

From

Kind

104664:175112:AL:2020-05-22

May 22, 2020

Mar 2, 2020

MONTGOMERY, AL

Firm change after gap