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BW

Brian B. Welch

WASHINGTON CAPITAL MANAGEMENT
Seattle, WA 98101-3123
Some features on this profile are disabled
CRD#: 6818023
BW

Professional summary

Brian Bertin Welch is a registered financial advisor currently at WASHINGTON CAPITAL MANAGEMENT INC located in Seattle, Washington.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Brian has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Bertin Welch's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 28, 2017 - Present

WASHINGTON CAPITAL MANAGEMENT INC

Office #1: 1200 6th Ave Suite 700, Seattle, WA 98101-3123
RIA
CRD#: 105253
Seattle, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WC
WASHINGTON CAPITAL MANAGEMENT INC
COMPASS GROUP | WASHINGTON CAPITAL MANAGEMENT INC

CRD#: 105253 / SEC#: 801-14263

RIA
Registered Investment Advisory firm - (10/1/1978 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Alaska
(4/29/2025)
IAR
California
(6/28/2017)
IAR
Massachusetts
(8/6/2025)
IAR
Oregon
(6/28/2017)
IAR
Washington
(6/28/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/28/2017
Uniform Investment Adviser Law Examination

Current Firm

WC
WASHINGTON CAPITAL MANAGEMENT INC
COMPASS GROUP | WASHINGTON CAPITAL MANAGEMENT INC

CRD#: 105253 / SEC#: 801-14263

RIA
Registered Investment Advisory firm - (10/1/1978 Approved)
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Contact information

Main Address
1200 6th Ave Suite 700, Seattle, WA 98101-3123
Mailing Address
Phone number
(206) 382-0825
Established
Firm type
Fiscal year end
# of Employees
82

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WASHINGTON CAPITAL MANAGEMENT, INC. ADV PART 2A_2025-06 (6/27/2025)

Regulatory assets under management

Total Number of Accounts248
AUM (Assets Under Management)$ 7,058,054,632

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
03/18/2024
Cover Page
Report
02/27/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WASHINGTON CAPITAL MANAGEMENT INC

CRD#: 105253Seattle, WA 98101-3123

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