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SC&H WEALTH

HUNT VALLEY, MD · CRD 120666 · IAPD ↗ · 410-403-1500

$1.23BRegulatory AUM
20Advisory reps
24Employees
32Clients
More than 500Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2026 — SC&H WEALTH notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2026 — SC&H WEALTH moved its main office from SPARKS, MD to HUNT VALLEY, MD.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
75
March 2026 — SC&H WEALTH grew from 15 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
March 2025 — SC&H WEALTH notice-filed in LA, NE, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
March 2025 — SC&H WEALTH crossed $1B in regulatory AUM ($908.9M -> $1.13B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
April 2024 — SC&H WEALTH notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — SC&H WEALTH added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2024 — SC&H FINANCIAL ADVISORS, INC. is now doing business as SC&H WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.