Sc&h Financial Advisors, Inc.
● SEC registered since 2009CRD 120666SEC# 801-69985Hunt Valley, MD
Reg. AUM
$1.23B
Employees
24
Accounts
2,057
Location
Hunt Valley, MD
Sc&h Financial Advisors, Inc. assets under management
Sc&h Financial Advisors, Inc. operates as an SEC-registered investment adviser based in Hunt Valley, MD. The firm has been registered since 2009. It reports $1.2 billion in regulatory assets under management and employs 24 people.
Sc&h Financial Advisors, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caitlin Patricia Winter Garner Control | Chief Compliance Officer | Under 5% | 2024 |
| Robin Kay Patalon Control | Vice President, Director | Under 5% | 2017 |
| Ryan Benjamin Frank Control | Director & President | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Sc&h Financial Advisors, Inc. manage?
Sc&h Financial Advisors, Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Sc&h Financial Advisors, Inc. have?
Sc&h Financial Advisors, Inc. reports 24 employees.
Where is Sc&h Financial Advisors, Inc. located?
Sc&h Financial Advisors, Inc. is based in Hunt Valley, MD and has been SEC-registered since 2009.
Does Sc&h Financial Advisors, Inc. disclose fund performance?
Sc&h Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 226 Schilling Circle, Ste 300, Hunt Valley, MD 21031 |
| Phone | 410-403-1500 |
| Fax | 410-403-1500 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1907898 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.23B▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$1.23Bregulatory AUM
Discretionary $1.19BNon-discretionary $40.1M