Overview
Assets Under Management: $1.1 billion
Headquarters: SPARKS, MD
High-Net-Worth Clients: 277
Average Client Assets: $3 million
Frequently Asked Questions
SC&H WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #120666), SC&H WEALTH is subject to fiduciary duty under federal law.
SC&H WEALTH is headquartered in SPARKS, MD.
SC&H WEALTH serves 277 high-net-worth clients according to their SEC filing dated December 12, 2025. View client details ↓
According to their SEC Form ADV, SC&H WEALTH offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
SC&H WEALTH manages $1.1 billion in client assets according to their SEC filing dated December 12, 2025.
According to their SEC Form ADV, SC&H WEALTH serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 277
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.80
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,057
Discretionary Accounts: 2,043
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 120666
Filing ID: 2032315
Last Filing Date: 2025-12-12 12:08:47
Website: 2