Single Family OfficeRIA · CRD 143092SEC-Registered

Updated:

Jeffery C. Welch and Associates

JEFFERY C. WELCH AND ASSOCIATES, INC. is an SEC-registered investment adviser in TEMPLETON, CA. The firm manages approximately $28 million in regulatory...

Jeffery C. Welch and Associates

JEFFERY C. WELCH AND ASSOCIATES, INC. is an SEC-registered investment adviser in TEMPLETON, CA. The firm manages approximately $28 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Year founded

1981

Location

Region

North America

Country

United States

City

Fort Worth

Corporate office

Fort Worth, Texas, United States

Principals

Jeffery C. Welch

Founder and President

Sector focus

Energy Transition & RenewablesReal EstatePrivate Credit

Frequently asked questions

What is Jeffery C. Welch and Associates?

Jeffery C. Welch and Associates is a single family office headquartered in Fort Worth, United States.

When was Jeffery C. Welch and Associates founded?

Jeffery C. Welch and Associates was founded in 1981.

Where is Jeffery C. Welch and Associates headquartered?

Jeffery C. Welch and Associates is headquartered in Fort Worth, United States, in the North America region.

What does Altss track for Jeffery C. Welch and Associates?

Altss maintains an OSINT-verified profile of Jeffery C. Welch and Associates covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Jeffery C. Welch and Associates's website?

Jeffery C. Welch and Associates's public website is jewelchcap.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Jeffery C. Welch and Associates?

Jeffery C. Welch and Associates is classified by Altss as a Single Family Office, operating from United States within the North America region.

How does Altss source intelligence on Jeffery C. Welch and Associates?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Jeffery C. Welch and Associates's Altss profile last updated?

Jeffery C. Welch and Associates's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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