SC&H WEALTH
Latest filing: Feb 20, 2025 (96 days ago)
AUM
$1,128,274,401
24% change vs. 1 year ago
41% change vs. 3 years ago
123% change vs. 5 years ago
380% change vs. 10 years ago
Employee Count
24
-23% change vs. 1 year ago
-23% change vs. 3 years ago
-4% change vs. 5 years ago
60% change vs. 10 years ago
Main Office
SPARKS, MD
910 RIDGEBROOK ROAD, SPARKS, MD, UNITED STATES, 21152-9390
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.1 |
| Non-Discretionary | $0.0 |
| Total | $1.1 |
| Client | AUM |
|---|---|
| Retail | $1.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $1.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 408 | $0.2 |
| Average Individual AUM | $482,746 | |
| HNW | 277 | $0.9 |
| Average HNW AUM | $3,290,991 | |
| Retail Total | 685 | $1.1 |
| Average Retail AUM | $1,618,343 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $0.9 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.1 |
| Retail SMA AUM | $1.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 45% | $0.5 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 45% | $0.5 |
| Other Pools | 1% | $0.0 |
| Cash | 8% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $1.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| SC&H CAPITAL CORPORATION | $0.0 | broker-dealer | 148291 |
| STOUT CAUSEY CONSULTING, CHARTERED | $0.0 | accountancy | - |
| SC&H GROUP, INC. | $0.0 | accountancy | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
7 active
| Name | Title |
|---|---|
| HORNING, GREGORY, SCOTT | VICE PRESIDENT (1/2021), DIRECTOR |
| PATALON, ROBIN, KAY | SECRETARY, TREASURER, DIRECTOR |
| THOMPSON, ANDREW, LEWIS HOLLINGSWORTH | PRESIDENT (1/2021) DIRECTOR |
| FRANK, RYAN, BENJAMIN | DIRECTOR |
| GARNER, CAITLIN, PATRICIA WINTER | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
19 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| HOPE FRIBUSH | SPARKS | MD | S65|2021-02-04 | ||||||
| JERRIN TOOMEY | SPARKS | MD | S65|2018-03-07 | CERTIFIED FINANCIAL PLANNER | |||||
| GREGORY HORNING | SPARKS | MD | S63|1997-08-21|S65|1999-03-01 | PERSONAL FINANCIAL SPECIALIST | |||||
| JUDITH BROWN | SPARKS | MD | S66|2010-11-17 | CERTIFIED FINANCIAL PLANNER | |||||
| JAEWON LEE | SPARKS | MD | S65|2016-08-05 | CERTIFIED FINANCIAL PLANNER | |||||
| KELLIE WALTER | SPARKS | MD | S63|1998-04-08|S65|2018-02-28 | ||||||
| CAITLIN GARNER | SPARKS | MD | S66|2005-03-29 | ||||||
| MARK DEGROAT | SPARKS | MD | S66|2007-08-14 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
| ROBIN PATALON | SPARKS | MD | S66|2002-01-31 | CERTIFIED FINANCIAL PLANNER | |||||
| RYAN FRANK | SPARKS | MD | S66|2011-06-08 | ||||||
| BENJAMIN TRACY | SPARKS | MD | S63|2021-04-30|S66|2023-02-07 | ||||||
| SAMUEL HEROUX | SPARKS | MD | S65|2022-08-13 | ||||||
| SHANE CAVANAUGH | SPARKS | MD | S66|2017-09-01 | ||||||
| JAMES FRANCIS | SPARKS | MD | S65|2023-03-14 | ||||||
| ANGELO ROMANO | SPARKS | MD | S65|2020-03-05 | CERTIFIED FINANCIAL PLANNER | |||||
| ANDREW THOMPSON | SPARKS | MD | S63|2003-04-07|S66|2004-02-03 | CERTIFIED FINANCIAL PLANNER | |||||
| BLAKE WALTER | SPARKS | MD | S65|2022-05-03 | CERTIFIED FINANCIAL PLANNER | |||||
| WILLIAM KRUEGER | SPARKS | MD | S65|2021-09-10 | ||||||
| NICHOLAS DISTEFANO | SPARKS | MD | S65|2022-12-20 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $1.1 | $0.0 | 0% | 24 | 0 | 0% |
| 2025-04-21 | $1.1 | $0.0 | 0% | 24 | 0 | 0% |
| 2024-04-02 | $0.9 | $0.2 | 24% | 31 | -7 | -23% |
| 2023-04-04 | $0.7 | $0.4 | 53% | 31 | -7 | -23% |
| 2022-04-01 | $0.8 | $0.3 | 41% | 31 | -7 | -23% |
| 2021-04-05 | $0.6 | $0.5 | 90% | 25 | -1 | -4% |
| 2020-04-01 | $0.5 | $0.6 | 123% | 25 | -1 | -4% |
| 2019-04-01 | $0.4 | $0.7 | 189% | 21 | 3 | 14% |
| 2018-04-02 | $0.4 | $0.7 | 197% | 18 | 6 | 33% |
| 2017-04-01 | $0.3 | $0.8 | 285% | 18 | 6 | 33% |
| 2016-04-01 | $0.3 | $0.9 | 338% | 16 | 8 | 50% |
| 2015-04-01 | $0.2 | $0.9 | 380% | 15 | 9 | 60% |
| 2014-04-01 | $0.2 | $1.0 | 589% | 13 | 11 | 85% |
| 2013-04-01 | $0.2 | $1.0 | 642% | 11 | 13 | 118% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MD, CA-03/27/2024, CO-12/13/2022, DC-11/09/2017, DE-05/04/2018, FL-05/23/2017, GA-09/05/2019, LA-02/20/2025, MD-03/16/2009, MN-09/05/2019, NC-11/09/2017, NE-02/20/2025, NH-05/02/2019, NY-05/04/2018, PA-03/16/2009, SC-02/20/2025, TX-08/31/2010, VA-08/31/2010 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
|
INSURANCE AGENT ACCOUNTING FIRM |
ADVDB.CO • SOURCE: SEC FORM ADV