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SC&H WEALTH
SC&H FINANCIAL ADVISORS, INC.
CRD 120666 · SEC 801-69985
226 SCHILLING CIRCLE, STE 300, HUNT VALLEY, MD, 21031, United States
Phone
410-403-1500
Fax
410-403-1500
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.23B
Discretionary AUM
$1.19B
Team
24 total employees; 20 advisory reps; 32 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 420 | $232.3M |
| High net worth individuals | 248 | $980.8M |
| Pension/profit sharing plans | 6 | $16.7M |
| Corporations/business entities | 2 | $1.1M |
States served
CA, CO, DE, DC, GA, LA, MD, MA, MN, NE, NY, NC, PA, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD