Logan Eddie Frost

Employer firm

The Welch Group, LLC CRD 111273

$3.68B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• ADVICE ON MATTERS NOT INVOLVING SECURITIES.

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2024 → Present
  The Welch Group, Llc
  Birmingham, AL
• 06/2014 → 05/2019
  Briarwood Christian School
  Birmingham, AL
• 05/2019 → 05/2023
  University Of South Carolina
  Columbia, SC
• 05/2023 → 06/2024
  University Of North Carolina At Charlotte
  Charlotte, NC
• 05/2021 → 07/2021
  Medplex Inc.
  Birmingham, AL
• 01/2024 → 06/2024
  University Of North Carolina At Charlotte
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-19

Designations

• Certified Financial Planner