SC&H WEALTH

Legal name: SC&H FINANCIAL ADVISORS, INC.

CRD 120666File 801-69985

APPROVED

Retail clients

Custody

Filing as of Feb 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.23B

Above cohort median (national)

Discretionary AUM

$1.19B

Non-discretionary $40.1M

Clients

676

2,057 accounts

Employees

Above cohort median in MD

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Mar 16, 2009
Principal office: 226 SCHILLING CIRCLE, STE 300, HUNT VALLEY, MD, 21031
Phone: 410-403-1500
Website: https://www.linkedin.com/company/schgroup/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.23B
Discretionary AUM: $1.19B
Non-discretionary AUM: $40.1M
Discretionary accounts: 2,035
Non-discretionary accounts: 22
Total accounts: 2,057
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.1M
High net worth individuals	248	$980.8M
Pension and profit sharing plans	6	$16.7M
Individuals (other than high net worth individuals)	420	$232.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Commissions
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.