SC&H WEALTH

RIASEC RegisteredEst. 2009

Total AUM

$1.2B

Discretionary

$1.2B

97% of AUM

Avg account

$598K

Accounts

2,057

Employees

Advisory reps

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 registered investment adviser that has been SEC-registered since 2009 and operates as a domestic corporation with individual ownership. The firm serves both individual/family and institutional clients and functions as a capital allocator, employing third-party managers alongside in-house solutions. Its advisory mandate covers financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Sc&H also operates with broker-dealer and accounting lines of business and is active as an insurance broker, which informs its use of insurance products in client solutions. Fee arrangements are mixed—percentage of AUM combined with hourly, fixed fees and commission-based offerings. The firm does not position itself as an active ESG investor.