Sc&H Wealth

RIASEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
97% of AUM
Avg account
$598K
Accounts
2,057
Employees
24
Advisory reps
20

Firm details

Headquarters
Hunt Valley, Maryland
CRD number
120666
Registered since
March 16, 2009
Website
www.schgroup.com
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types
  • HNWI79.68%
  • Individuals18.87%
  • Pension & Profit Sharing Plans1.36%
  • Corporations / Businesses0.09%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Sc&H Wealth is an independent, corporate-structured registered investment adviser that has been SEC-registered since 2009. The firm functions as a capital allocator for both individual/family clients and institutional relationships, offering a mix of financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of outside advisers. Its business operations also include insurance brokerage and accounting services. Sc&H charges clients through a combination of asset-based fees, hourly and fixed fees, and commissions. The firm is not positioned as an ESG investor and does not identify as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 55%, Public Funds/Mutual Funds 38%, Cash & Cash Equivalents 7%, Other 1%55%
  • Exchange Traded Equities55%
  • Public Funds/Mutual Funds38%
  • Cash & Cash Equivalents7%
  • Other1%

Owners & executives

1 of 1
  • Caitlin Garner

    Caitlin Garner

    Chief Compliance OfficerCRD 4788119

Contacts

3 of 19
  • Judith Brown

    Judith Brown

    PrincipalCRD 5850980

  • Ryan Frank

    Ryan Frank

    Financial AdvisorCRD 5882570

  • Robin Patalon

    Robin Patalon

    Tax DirectorCRD 4464101

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 95

Active vs passive

$654M in ETFs

Passive

14%

$91.6M

Active

86%

$562M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$101M2,262,63115.38%
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Location

Primary office

Hunt Valley, MD

Baltimore

Location

Hunt Valley, MD

Headquartered in Hunt Valley, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Baltimore
Address
226 Schilling Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth