Sc&H Wealth
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
FINTRXOverview
Sc&H Wealth is an independent registered investment adviser that has been SEC-registered since 2009 and operates as a corporation. The firm serves a mix of individual and family clients alongside institutional relationships and describes itself as a capital allocator, directing client capital to third-party managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers and pension consulting services; the firm also conducts business as an insurance broker and an accountant. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly, fixed-fee and commission arrangements. Sc&H does not identify as an active ESG investor and is not listed as a multistate or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds38%
- Cash & Cash Equivalents7%
- Other1%
Owners & executives
1 of 1
Caitlin Garner
Chief Compliance OfficerCRD 4788119
Contacts
3 of 20
Jerrin Toomey
Wealth AdvisorCRD 6914493
Ryan Frank
Financial AdvisorCRD 5882570
James Francis
Client Service AssociateCRD 7668306
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 98Active vs passive
$688M in ETFs
14%
$94.9M
86%
$593M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $98.8M | 2,228,328 | 14.37% |
Location
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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