HUNT VALLEY, MDCRD 120666Latest ADV February 12, 2026
Sc&H Wealth is an SEC registered investment adviser organized as a corporation with a primary office location in Hunt Valley, MD. Its latest Form ADV filing, dated February 12, 2026, reports $1.2B in regulatory assets under management, 24 employees, 2 offices, and 2,057 accounts.
Assets Under Management
$1.2B
Employees
24
Offices
2 offices
Total Clients
676
Primary office
HUNT VALLEY, MD
226 SCHILLING CIRCLE, STE 300, HUNT VALLEY, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.1% of total clients.
Top client categories% of clientsClients
1
Individuals
62.1%
420
2
HNWI
36.7%
248
3
Pension Plans
0.9%
6
4
Corporations
0.3%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of February 12, 2026
Discretionary96.7%
$1.2B
97% of total RAUM96.7%
Non-discretionary3.3%
$40M
3% of total RAUM3.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.2B
Total Accounts2,057
10Y AUM Change+$938M (+319.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee28:1
10Y Employee Change+6 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.