SC&H FINANCIAL ADVISORS, INC.
Legal name: SC&H WEALTH
CRD #120666 SEC #801-69985 SPARKS, MD 410-403-1500
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
24
Clients
--
Accounts
2,057
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.1B | $1.1B | $23.6M | 24 | 18 |
| Aug 2025 | $1.1B | $1.1B | $23.6M | 24 | 18 |
| Feb 2025 | $1.1B | $1.1B | $23.6M | 24 | 18 |
| Aug 2024 | $908.9M | $904.9M | $4M | 31 | 34 |
| Aug 2024 | $908.9M | $904.9M | $4M | 31 | 34 |
| Mar 2024 | $908.9M | $904.9M | $4M | 31 | 34 |
| Mar 2023 | $737.5M | $734M | $3.5M | 31 | 21 |
| Dec 2022 | $800.3M | $796M | $4.3M | 31 | 25 |
| Mar 2022 | $800.3M | $796M | $4.3M | 31 | 25 |
| Mar 2022 | $800.3M | $796M | $4.3M | 31 | 25 |
| Dec 2021 | $593.3M | $588.3M | $5.1M | 25 | 29 |
| Jun 2021 | $593.3M | $588.3M | $5.1M | 25 | 29 |
| Mar 2021 | $593.3M | $588.3M | $5.1M | 25 | 29 |
| Nov 2020 | $506.3M | $502M | $4.3M | 25 | 46 |
| Sep 2020 | $506.3M | $502M | $4.3M | 25 | 46 |
| Jun 2020 | $506.3M | $502M | $4.3M | 25 | 46 |
| May 2020 | $506.3M | $502M | $4.3M | 25 | 46 |
| Mar 2020 | $506.3M | $502M | $4.3M | 25 | 46 |
| Sep 2019 | $390M | $386.4M | $3.6M | 21 | 41 |
| Jun 2019 | $390M | $386.4M | $3.6M | 21 | 41 |
| May 2019 | $390M | $386.4M | $3.6M | 21 | 41 |
| Mar 2019 | $390M | $386.4M | $3.6M | 21 | 41 |
| Jul 2018 | $379.3M | $372.9M | $6.3M | 18 | 41 |
| May 2018 | $379.3M | $372.9M | $6.3M | 18 | 41 |
| Mar 2018 | $379.3M | $372.9M | $6.3M | 18 | 41 |
| Nov 2017 | $293.4M | $288.1M | $5.3M | 18 | 3 |
| Nov 2017 | $293.4M | $288.1M | $5.3M | 18 | 3 |
| Oct 2017 | $293.4M | $288.1M | $5.3M | 18 | 3 |
| Aug 2017 | $293.4M | $288.1M | $5.3M | 18 | 400 |
| May 2017 | $293.4M | $288.1M | $5.3M | 18 | 400 |
| Feb 2017 | $293.4M | $288.1M | $5.3M | 18 | 400 |
| Feb 2017 | $293.4M | $288.1M | $5.3M | 18 | 400 |
| Feb 2016 | $257.8M | $248.8M | $9M | 16 | 400 |
| Jan 2015 | $234.9M | $209.3M | $25.6M | 15 | 400 |
| Mar 2014 | $163.8M | $140.7M | $23.1M | 13 | 400 |
| Feb 2014 | $163.8M | $140.7M | $23.1M | 13 | 400 |
| Feb 2013 | $152M | $141M | $11M | 11 | 300 |
| Jan 2013 | $152M | $141M | $11M | 11 | 300 |
| Jan 2013 | $104M | $85M | $19M | 11 | 300 |
| Dec 2012 | $104M | $85M | $19M | 11 | 300 |
| Mar 2012 | $104M | $85M | $19M | 1 | 300 |
| Feb 2012 | $104M | $85M | $19M | 1 | 300 |
| Mar 2011 | $146M | $146M | $0 | 5 | -- |
| Feb 2011 | $146M | $146M | $0 | 5 | -- |
| Aug 2010 | $120M | $72M | $48M | 5 | -- |
| Jan 2010 | $120M | $72M | $48M | 5 | -- |
| Feb 2009 | $42.4M | $4M | $38.4M | 5 | -- |
DateDec 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$23.6M
Employees24
Clients18
DateAug 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$23.6M
Employees24
Clients18
DateFeb 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$23.6M
Employees24
Clients18
DateAug 2024
Total AUM$908.9M
Discretionary$904.9M
Non-Disc.$4M
Employees31
Clients34
DateAug 2024
Total AUM$908.9M
Discretionary$904.9M
Non-Disc.$4M
Employees31
Clients34
DateMar 2024
Total AUM$908.9M
Discretionary$904.9M
Non-Disc.$4M
Employees31
Clients34
DateMar 2023
Total AUM$737.5M
Discretionary$734M
Non-Disc.$3.5M
Employees31
Clients21
DateDec 2022
Total AUM$800.3M
Discretionary$796M
Non-Disc.$4.3M
Employees31
Clients25
DateMar 2022
Total AUM$800.3M
Discretionary$796M
Non-Disc.$4.3M
Employees31
Clients25
DateMar 2022
Total AUM$800.3M
Discretionary$796M
Non-Disc.$4.3M
Employees31
Clients25
DateDec 2021
Total AUM$593.3M
Discretionary$588.3M
Non-Disc.$5.1M
Employees25
Clients29
DateJun 2021
Total AUM$593.3M
Discretionary$588.3M
Non-Disc.$5.1M
Employees25
Clients29
DateMar 2021
Total AUM$593.3M
Discretionary$588.3M
Non-Disc.$5.1M
Employees25
Clients29
DateNov 2020
Total AUM$506.3M
Discretionary$502M
Non-Disc.$4.3M
Employees25
Clients46
DateSep 2020
Total AUM$506.3M
Discretionary$502M
Non-Disc.$4.3M
Employees25
Clients46
DateJun 2020
Total AUM$506.3M
Discretionary$502M
Non-Disc.$4.3M
Employees25
Clients46
DateMay 2020
Total AUM$506.3M
Discretionary$502M
Non-Disc.$4.3M
Employees25
Clients46
DateMar 2020
Total AUM$506.3M
Discretionary$502M
Non-Disc.$4.3M
Employees25
Clients46
DateSep 2019
Total AUM$390M
Discretionary$386.4M
Non-Disc.$3.6M
Employees21
Clients41
DateJun 2019
Total AUM$390M
Discretionary$386.4M
Non-Disc.$3.6M
Employees21
Clients41
DateMay 2019
Total AUM$390M
Discretionary$386.4M
Non-Disc.$3.6M
Employees21
Clients41
DateMar 2019
Total AUM$390M
Discretionary$386.4M
Non-Disc.$3.6M
Employees21
Clients41
DateJul 2018
Total AUM$379.3M
Discretionary$372.9M
Non-Disc.$6.3M
Employees18
Clients41
DateMay 2018
Total AUM$379.3M
Discretionary$372.9M
Non-Disc.$6.3M
Employees18
Clients41
DateMar 2018
Total AUM$379.3M
Discretionary$372.9M
Non-Disc.$6.3M
Employees18
Clients41
DateNov 2017
Total AUM$293.4M
Discretionary$288.1M
Non-Disc.$5.3M
Employees18
Clients3
DateNov 2017
Total AUM$293.4M
Discretionary$288.1M
Non-Disc.$5.3M
Employees18
Clients3
DateOct 2017
Total AUM$293.4M
Discretionary$288.1M
Non-Disc.$5.3M
Employees18
Clients3
DateAug 2017
Total AUM$293.4M
Discretionary$288.1M
Non-Disc.$5.3M
Employees18
Clients400
DateMay 2017
Total AUM$293.4M
Discretionary$288.1M
Non-Disc.$5.3M
Employees18
Clients400
DateFeb 2017
Total AUM$293.4M
Discretionary$288.1M
Non-Disc.$5.3M
Employees18
Clients400
DateFeb 2017
Total AUM$293.4M
Discretionary$288.1M
Non-Disc.$5.3M
Employees18
Clients400
DateFeb 2016
Total AUM$257.8M
Discretionary$248.8M
Non-Disc.$9M
Employees16
Clients400
DateJan 2015
Total AUM$234.9M
Discretionary$209.3M
Non-Disc.$25.6M
Employees15
Clients400
DateMar 2014
Total AUM$163.8M
Discretionary$140.7M
Non-Disc.$23.1M
Employees13
Clients400
DateFeb 2014
Total AUM$163.8M
Discretionary$140.7M
Non-Disc.$23.1M
Employees13
Clients400
DateFeb 2013
Total AUM$152M
Discretionary$141M
Non-Disc.$11M
Employees11
Clients300
DateJan 2013
Total AUM$152M
Discretionary$141M
Non-Disc.$11M
Employees11
Clients300
DateJan 2013
Total AUM$104M
Discretionary$85M
Non-Disc.$19M
Employees11
Clients300
DateDec 2012
Total AUM$104M
Discretionary$85M
Non-Disc.$19M
Employees11
Clients300
DateMar 2012
Total AUM$104M
Discretionary$85M
Non-Disc.$19M
Employees1
Clients300
DateFeb 2012
Total AUM$104M
Discretionary$85M
Non-Disc.$19M
Employees1
Clients300
DateMar 2011
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$120M
Discretionary$72M
Non-Disc.$48M
Employees5
Clients--
DateJan 2010
Total AUM$120M
Discretionary$72M
Non-Disc.$48M
Employees5
Clients--
DateFeb 2009
Total AUM$42.4M
Discretionary$4M
Non-Disc.$38.4M
Employees5
Clients--