SC&H Financial Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, tax planning, and tax preparation. Financial planning was provided to 500 clients last fiscal year.
SC&H Financial Advisors reports 676 clients. They include 420 individual clients, 248 high-net-worth individuals, and 6 pension and profit-sharing plans. Of its assets, 96.7% ($1.19B across 2,035 accounts) are managed with discretion; $40.1M across 22 accounts are not. It advised 32 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 19% |
| High-net-worth individuals | 37% | 80% |
| Pension and profit-sharing plans | <1% | 1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 420 | $232M | 18.9% | $553K |
| High-net-worth individuals | 248 | $981M | 79.7% | $3.95M |
| Pension and profit-sharing plans | 6 | $16.7M | 1.4% | $2.79M |
| Corporations and other businesses | Fewer than 5 | $1.08M | 0.1% | $539K |
| Total | 676 | $1.23B | 100% | — |
- Clients
- 420
- Regulatory AUM
- $232M
- AUM share
- 18.9%
- Avg. per client
- $553K
- Clients
- 248
- Regulatory AUM
- $981M
- AUM share
- 79.7%
- Avg. per client
- $3.95M
- Clients
- 6
- Regulatory AUM
- $16.7M
- AUM share
- 1.4%
- Avg. per client
- $2.79M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.08M
- AUM share
- 0.1%
- Avg. per client
- $539K
Total
- Clients
- 676
- Regulatory AUM
- $1.23B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 32
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 500
SC&H Financial Advisors is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and commissions. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Comprehensive plan up to $5,000, modular plan up to $1,500 per module, or hourly at $315 to $600; fees are negotiable.
- Tax Preparation Services
- Tax return preparation is quoted in advance or billed at staff hourly rates of $315 to $395.
SC&H Group, Inc. owns 75% or more of SC&H Financial Advisors and is in turn owned by SC&H Group, Inc. Employee Stock Ownership Plan (75% or more). The leadership team of SC&H Financial Advisors includes President Ryan Frank. It has 24 employees, 20 of them in advisory roles.
Staff
- 24 employees
- 20 in advisory functions
- 20 state-registered reps
- 9 insurance agents
- 1 soliciting firm
- Owns 75% or more of SC&H Financial Advisors, Inc.
SC&H Group, Inc.
Control person · since January 2007
- Owns 75% or more of SC&H Group, Inc.
SC&H Group, Inc. Employee Stock Ownership Plan
since January 2007
SC&H Financial Advisors’ regulatory assets grew 2.1× from $593M (June 2021) to $1.23B (February 2026); clients rose from 534 to 676 and employees were 24 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $1.23B | 676 | 24 | 3 |
| Feb 2025February 2025 | $1.13B | 690 | 24 | 3 |
| Mar 2024March 2024 | $909M | 598 | 31 | 5 |
| Mar 2023March 2023 | $737M | 565 | 31 | 4 |
| Mar 2022March 2022 | $800M | 509 | 31 | 5 |
| Jun 2021June 2021 | $593M | 534 | 25 | 4 |
Besides its headquarters, SC&H Financial Advisors has 2 offices, with 3 listed addresses across 2 states.
Maryland · 2 listed addresses
- 226 Schilling Circle, Ste 300, Hunt ValleyHQ
- 11000 Broken Land Parkway, Columbia
Virginia · 1 listed address
- 7900 Westpark Drive, Tysons Corner
Other business names
SC&H Financial Advisors has reported 2 other business names to the SEC.
- SC&H Core
- SC&H Wealth
Contact and registration details
- Legal name
- SC&H Financial Advisors, Inc.
- Headquarters
- 226 Schilling Circle, Ste 300, Hunt Valley, MD 21031
- Website
- schgroup.com
- Phone
- 410-403-1500
- SEC file
- 801-69985
- Founded
- 1998
- Structure
- Maryland corporation
- Fiscal year end
- December
SC&H Financial Advisors’ named custodian for separately managed accounts is Fidelity ($1.2B). SC&H Financial Advisors has custody of $801M for 436 clients.
- FidelityNational Financial Services LLC · Boston, MA · $1.2B100%
At year end, SC&H Financial Advisors’ separately managed accounts were mostly in stocks (55%) and funds (38%). Its reported 13F holdings for the quarter ended 30 June 2026 total $754M across 160 positions; the largest are Dimensional ETF Trust (13.1%), American Centy ETF TR (10.9%) and Dimensional ETF Trust (6.1%).
What the accounts hold
- Stocks55%
- Funds38%
- Cash7%
- Other1%
- U.s. government and agency bonds, u.s. state and local bonds, investment grade corporate bonds, non exchange-traded securities, derivatives, etc.1%
How many clients does SC&H Financial Advisors have?
SC&H Financial Advisors has 676 clients and manages $1.23 billion for them, as of February 2026. They include 420 individual clients, 248 high-net-worth individuals, and 6 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 February 2026
What services does SC&H Financial Advisors offer?
SC&H Financial Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does SC&H Financial Advisors use?
SC&H Financial Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $1.2B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 February 2026
How many financial advisors does SC&H Financial Advisors have?
SC&H Financial Advisors has 20 investment adviser representatives registered with state securities authorities, out of 24 employees, and 20 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 9 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does SC&H Financial Advisors invest in?
At the end of its last fiscal year, SC&H Financial Advisors’ separately managed accounts held 55% exchange-traded equities, 38% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents and 1% other. The 1% other category is described as: U.S. Government and Agency Bonds, U.S. State and Local Bonds, Investment Grade Corporate Bonds, Non Exchange-Traded Securities, Derivatives, Etc.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns SC&H Financial Advisors?
SC&H Financial Advisors is owned through a holding company by SC&H Group, Inc. Employee Stock Ownership Plan. Its direct owner is SC&H Group, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 February 2026
How does SC&H Financial Advisors get paid?
SC&H Financial Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and commissions. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact SC&H Financial Advisors?
SC&H Financial Advisors’ main office is at 226 Schilling Circle, Ste 300, Hunt Valley, MD 21031. Its phone number is 410-403-1500. Its website is schgroup.com.