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SC&H FINANCIAL ADVISORS, INC.
SC&H FINANCIAL ADVISORS, INC.
SC&H WEALTH
SPARKS, Maryland
·
6 registered advisors
·
CRD# 120666
SEC# 801-69985
2
410-403-1500
01
Firm Overview
AUM
$909M
Regulatory assets under management
Employees
31
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
04
Advisors at SC&H FINANCIAL ADVISORS, INC.
6 registered advisors
Andrew Lewis Hollingsworth Thompson
SPARKS, Maryland
CFP
CRD# 4565928
Caitlin Patricia Winter Garner
SPARKS, Maryland
CRD# 4788119
Gregory Scott Horning
SPARKS, Maryland
PFS
CRD# 2921711
Jeffrey Michael Schropp
SPARKS, Maryland
CRD# 2754195
Robin Kay Patalon
SPARKS, Maryland
CFP
CRD# 4464101
Ryan Benjamin Frank
SPARKS, Maryland
CRD# 5882570
05
Office Locations
SPARKS, Maryland
6 advisors
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Data sourced from SEC Form ADV filings. SC&H FINANCIAL ADVISORS, INC. (CRD# 120666) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.