# SC&H Wealth

> SC&H Wealth is an SEC-registered investment advisory firm in Hunt Valley, MD, registered since 2009, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 120666
- Filed as: SC&H WEALTH
- Legal name: SC&H Financial Advisors, Inc.
- Also doing business as: SC&H CORE, SC&H WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hunt Valley, MD
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/120666
- AdvisorCensus page: https://advisorcensus.com/firm/sc-and-h-wealth-hunt-valley-md-120666

## Quick answers

**How is SC&H Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), SC&H Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is SC&H Wealth located?**
SC&H Wealth's principal office is in Hunt Valley, MD, according to its Form ADV; the March 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is SC&H Wealth registered with the SEC or a state?**
SC&H Wealth is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 120666.

**How much does SC&H Wealth manage?**
SC&H Wealth reports $1,230,991,243 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (97% discretionary).

**How have SC&H Wealth's assets and staff changed since 2021?**
In the Form ADV data for SC&H Wealth: Regulatory assets under management: $593,333,604 in the October 2021 data and $1,230,991,243 in the October 2026 data, up 107%. Total employees: 25 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does SC&H Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (420); high net worth individuals (248); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does SC&H Wealth use?**
SC&H Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does SC&H Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/120666

**What changed in SC&H Wealth's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 15 to 20. Registered or notice-filed in MA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,230,991,243
- Discretionary: $1,190,926,603
- Non-discretionary: $40,064,640

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 420 | $232,339,098 |
| High net worth individuals | 248 | $980,836,493 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $16,737,125 |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 2 | $1,078,527 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2009 (17 years)
- Employees: 24 total, 20 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, DC, DE, FL, GA, LA, MA, MD, MN, NC, NE, NH, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Columbia, MD
- Tysons Corner, VA

### Websites listed on Form ADV (Item 1.I)
- schadvisors.com
- schgroup.com
- schwealth.com
- Facebook @SCandHGroup
- Instagram @sch_group
- LinkedIn @schgroup
- YouTube @Scandh

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $593,333,604 | 25 | June 2, 2021 |
| October 2022 | $800,331,188 | 31 | March 30, 2022 |
| October 2023 | $737,473,294 | 31 | March 31, 2023 |
| October 2024 | $908,923,478 | 31 | August 27, 2024 |
| October 2025 | $1,128,274,401 | 24 | February 20, 2025 |
| October 2026 | $1,230,991,243 | 24 | February 12, 2026 |

Regulatory assets under management: $593,333,604 in the October 2021 data and $1,230,991,243 in the October 2026 data, up 107%.
Total employees: 25 in October 2021 and 24 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 15 to 20.
- Registered or notice-filed in MA.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SC&H Wealth (CRD 120666): Form ADV filing data as of October 2026.