Overview

Headquarters
Annapolis, MD
Total Firm Assets
$1.6 billion
Average High-Net-Worth Client Portfolio Size
$1.6 million

Recent Rankings

Forbes 2025: 174

View complete rankings

Fee Disclosure

Source: SCM 2025 FIRM BROCHURE (2026-03-26) · View brochure text

MinMaxDisclosed Annual Rate
$0 and above 2.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $25,000 2.50%
$5 million $125,000 2.50%
$10 million $250,000 2.50%
$50 million $1,250,000 2.50%
$100 million $2,500,000 2.50%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
72.88%
Number of High-Net-Worth Clients
732
Total Client Accounts
4,323
Discretionary Accounts
4,323

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number
169517

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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