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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 Oct 1, 2026
Regulatory AUM
$1.23B
Above cohort median (national)
Discretionary AUM
$1.19B
Non-discretionary $40.1M
Clients
676
2,057 accounts
Employees
24
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.schgroup.com
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 690 | 676 | decreased by14 |
| Mar 1, 2026 | AUM | $1,128,274,401 | $1,230,991,243 | increased by$102,716,842 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 31 | 24 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 509 | 690 | increased by181 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $800,331,188 | $1,128,274,401 | increased by$327,943,213 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,375 | 2,057 | increased by682 |
| Apr 1, 2022 | Employees | 25 | 31 | increased by6 |
| Apr 1, 2022 | Clients | 534 | 509 | decreased by25 |
| Apr 1, 2022 | AUM | $593,333,604 | $800,331,188 | increased by$206,997,584 |
| Apr 1, 2022 | Accounts | 1,371 | 1,375 | increased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SC WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SC WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.