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Sc&h Financial Advisors, Inc.

● SEC registered since 2009CRD 120666SEC# 801-69985Sparks, MD
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Reg. AUM
$1.13B
Employees
24
Accounts
2,057
Location
Sparks, MD

Sc&h Financial Advisors, Inc. assets under management

Sc&h Financial Advisors, Inc. operates as an SEC-registered investment adviser based in Sparks, MD. The firm has been registered since 2009. It reports $1.1 billion in regulatory assets under management and employs 24 people.
www.linkedin.com/company/schgroupView on SEC.gov ↗

Sc&h Financial Advisors, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Caitlin Patricia Winter Garner ControlChief Compliance OfficerUnder 5%2024
Gregory Scott Horning ControlDirectorUnder 5%2007
Robin Kay Patalon ControlVice President, DirectorUnder 5%2017
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Frequently asked questions

How much does Sc&h Financial Advisors, Inc. manage?

Sc&h Financial Advisors, Inc. reports $1.1 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 Sparks, 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

Address910 Ridgebrook Road, Ste 300, Sparks, MD 21152-9390
Phone410-403-1500
Fax410-403-1500
Office hours8:30 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1907898
Discloses disciplinary historyNo

Assets under management

Discretionary$1.1B
Non-discretionary$23.6M
Total (RAUM)$1.13B