SC&H Wealth

Overview

SC&H Wealth is an SEC registered investment adviser based in Hunt Valley, MD, registered since 2009. It reports $1.2B in assets under management across 2,057 accounts, with 24 employees. It has 19 investment adviser representatives.

Reported AUM

$1.2B

Discretionary

97%

Accounts

2,057

Average account

$598K

Employees

24

Advisory reps

19

Registered since

2009

Jurisdictions

18

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Commissions, Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• Ryan Benjamin Frank Director, President CRD 5882570
• Caitlin Patricia Winter Garner Chief Compliance Officer CRD 4788119
• Robin Kay Patalon Vice President, Director CRD 4464101

1 more executive officer, with direct contact details

Advisory reps 3 of 19

• Judith Ellen Smith Brown Insurance Agent · Investment Adviser Rep CRD 5850980
• Shane William Cavanaugh Investment Adviser Rep CRD 6212574
• Mark A Degroat Insurance Agent · Investment Adviser Rep CRD 5050070

16 more advisory reps, with emails, phones and branch locations

Location

Headquarters

226 Schilling Cir Ste 300
Hunt Valley, MD 21031

County

Baltimore

Metro area

Baltimore-Columbia-Towson, MD

Region

South

Registrations

• SEC registered
• Registered in 18 jurisdictions
• Website: schadvisors.com

Every state, with registration dates

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