DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

SC&H WEALTH

SC&H FINANCIAL ADVISORS, INC., CRD 120666

HUNT VALLEY, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:af4dbdab-fe65-f62c-e0e7-4a8816f3b636

Data as of Feb 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 33
Dated events: 11
On other graphs: 0
Observed: Feb 23, 2012 to Feb 12, 2026
43 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-02-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 19
RAUM per advisor: $64.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 24
Advisory employees: 20
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 2,057
Individual clients: 420
High net worth clients: 248
Custody, client assets: $801M
SEC number: 801-69985
CIK: 1907898
CRD: 120666
Filings on the tape: 43
First filed: Feb 23, 2012
Latest filed: Feb 12, 2026
Organised: Corporation, MD

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBIN KAY PATALON	Certified Financial Planner	Hunt Valley, MD	23	27	1	no
CAITLIN PATRICIA WINTER GARNER	n/a	HUNT VALLEY, MD	12	21	1	no
RYAN BENJAMIN FRANK	n/a	HUNT VALLEY, MD	10	15	1	no
JAEWON LEE	Certified Financial Planner	HUNT VALLEY, MD	10	10	n/a	no
KELLIE RENEE WALTER	n/a	HUNT VALLEY, MD	8	28	n/a	no
JERRIN MATTHEW TOOMEY	Certified Financial Planner	HUNT VALLEY, MD	8	14	n/a	no
MARK A DEGROAT	Certified Financial Planner\|Chartered Financial Consultant	HUNT VALLEY, MD	8	19	3	no
Angelo Joseph Romano	Certified Financial Planner	HUNT VALLEY, MD	6	21	n/a	no
HOPE ERICA FRIBUSH	n/a	HUNT VALLEY, MD	5	12	n/a	no
JUDITH ELLEN SMITH BROWN	Certified Financial Planner	HUNT VALLEY, MD	4	15	2	no
SHANE WILLIAM CAVANAUGH	Certified Financial Planner	HUNT VALLEY, MD	4	10	1	no
BLAKE WILLIAM WALTER	Certified Financial Planner	HUNT VALLEY, MD	4	12	n/a	no
SAMUEL LEONARD HEROUX	n/a	HUNT VALLEY, MD	4	11	n/a	no
Nicholas Ryan Distefano	n/a	HUNT VALLEY, MD	3	10	n/a	no
JAMES FREDERICK FRANCIS	n/a	HUNT VALLEY, MD	3	12	n/a	no
Benjamin Hughes Tracy	Certified Financial Planner	HUNT VALLEY, MD	3	11	1	no
Brady Michael Organt	n/a	HUNT VALLEY, MD	1	11	n/a	no
Andrew Vincent Polcari	n/a	HUNT VALLEY, MD	1	11	n/a	no
Ryan Andrew Schoppert	n/a	HUNT VALLEY, MD	1	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Adams, William, Dennis	SECRETARY TREASURER	Na	yes	07/2025	Feb 12, 2026	Feb 12, 2026
FRANK, RYAN, BENJAMIN	DIRECTOR & PRESIDENT	Na	yes	01/2023	Feb 12, 2026	Feb 12, 2026
GARNER, CAITLIN, PATRICIA WINTER	CHIEF COMPLIANCE OFFICER	Na	yes	03/2024	Feb 12, 2026	Feb 12, 2026
PATALON, ROBIN, KAY	VICE PRESIDENT, DIRECTOR	Na	yes	06/2017	Feb 12, 2026	Feb 12, 2026
SC&H GROUP, INC.	Shareholder	E	yes	01/2007	Feb 12, 2026	Feb 12, 2026
HORNING, GREGORY, SCOTT	VICE PRESIDENT (1/2021), DIRECTOR	Na	yes	01/2007	Feb 23, 2012	Aug 27, 2024
THOMPSON, ANDREW, LEWIS HOLLINGSWORTH	PRESIDENT (1/2021) DIRECTOR	Na	yes	06/2017	Jul 31, 2017	Aug 27, 2024
SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN	Shareholder	E	no	01/2007	Feb 23, 2012	Aug 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SC&H CAPITAL CORPORATION	n/a	n/a	n/a	N	yes	n/a
SC&H GROUP, INC.	n/a	n/a	n/a	Y	yes	n/a
STOUT CAUSEY CONSULTING, CHARTERED	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
ELLICOTT CITY	Md	United States	14	no
TYSONS CORNER	Va	United States	14	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 12, 2026	$1.2B	$1.2B	24	20	2	n/a	n/a
2024	Feb 20, 2025	$1.1B	$1.1B	24	15	2	n/a	n/a
2023	Mar 27, 2024	$909M	$905M	31	14	4	n/a	n/a
2022	Mar 31, 2023	$737M	$734M	31	13	3	n/a	n/a
2021	Mar 28, 2022	$800M	$796M	31	13	4	n/a	n/a
2020	Mar 25, 2021	$593M	$588M	25	14	2	n/a	n/a
2019	Mar 27, 2020	$506M	$502M	25	12	2	n/a	n/a
2018	Mar 28, 2019	$390M	$386M	21	11	2	n/a	n/a
2017	Mar 27, 2018	$379M	$373M	18	9	2	n/a	n/a
2016	Feb 23, 2017	$293M	$288M	18	9	n/a	n/a	n/a
2015	Feb 29, 2016	$258M	$249M	16	9	n/a	n/a	n/a
2014	Jan 26, 2015	$235M	$209M	15	8	n/a	n/a	n/a
2013	Feb 17, 2014	$164M	$141M	13	8	n/a	n/a	n/a
2012	Jan 31, 2013	$152M	$141M	11	6	n/a	n/a	n/a
2011	Feb 23, 2012	$104M	$85.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$1.1B	9.1%	$737M	18.6%	24	24	2	2

Relationships

Registered with (26)

← Ryan Andrew SchoppertAdvisorregistration: current employment
Sep 13, 2025 to presentfactForm ADV
← Andrew Vincent PolcariAdvisorregistration: current employment
Aug 23, 2025 to presentfactForm ADV
← Brady Michael OrgantAdvisorregistration: current employment
Apr 15, 2025 to presentfactForm ADV
← Benjamin Hughes TracyAdvisorregistration: current employment
Jul 24, 2023 to presentfactForm ADV
← JAMES FREDERICK FRANCISAdvisorregistration: current employment
Mar 24, 2023 to presentfactForm ADV
← Nicholas Ryan DistefanoAdvisorregistration: current employment
Jan 10, 2023 to presentfactForm ADV
← SAMUEL LEONARD HEROUXAdvisorregistration: current employment
Aug 31, 2022 to presentfactForm ADV
← BLAKE WILLIAM WALTERAdvisorregistration: current employment
Jun 14, 2022 to presentfactForm ADV
← SHANE WILLIAM CAVANAUGHAdvisorregistration: current employment
Jan 31, 2022 to presentfactForm ADV
← JUDITH ELLEN SMITH BROWNAdvisorregistration: current employment
Jan 10, 2022 to presentfactForm ADV
← HOPE ERICA FRIBUSHAdvisorregistration: current employment
Feb 4, 2021 to presentfactForm ADV
← Angelo Joseph RomanoAdvisorregistration: current employment
Mar 6, 2020 to presentfactForm ADV
← MARK A DEGROATAdvisorregistration: current employment
Apr 2, 2018 to presentfactForm ADV
← JERRIN MATTHEW TOOMEYAdvisorregistration: current employment
Mar 7, 2018 to presentfactForm ADV
← KELLIE RENEE WALTERAdvisorregistration: current employment
Feb 28, 2018 to presentfactForm ADV
← JAEWON LEEAdvisorregistration: current employment
Sep 20, 2016 to presentfactForm ADV
← RYAN BENJAMIN FRANKAdvisorregistration: current employment
Jul 8, 2016 to presentfactForm ADV
← CAITLIN PATRICIA WINTER GARNERAdvisorregistration: current employment
Feb 17, 2014 to presentfactForm ADV
← ROBIN KAY PATALONAdvisorregistration: current employment
Nov 13, 2002 to presentfactForm ADV
← ANDREW LEWIS HOLLINGSWORTH THOMPSONAdvisorregistration: previous registration
May 21, 2008 to Aug 13, 2025factForm ADV
← Victoria Mary TrossetAdvisorregistration: previous registration
Dec 15, 2020 to Jun 9, 2023factForm ADV
← Timothy Page ChesserAdvisorregistration: previous registration
Sep 23, 2021 to Aug 17, 2022factForm ADV
← Christopher Lee DeBlancAdvisorregistration: previous registration
Feb 24, 2020 to Dec 9, 2021factForm ADV
← ROBERT JOHN SCHMITTAdvisorregistration: previous registration
Apr 29, 2009 to Aug 10, 2021factForm ADV
← Michael T WestwickAdvisorregistration: previous registration
Jan 30, 2016 to May 24, 2016factForm ADV
← AUDREY BIEBER DROSSNERAdvisorregistration: previous registration
Oct 10, 2006 to Jun 24, 2008factForm ADV

Controls (6)

← HORNING, GREGORY, SCOTTOwnerVICE PRESIDENT (1/2021), DIRECTOR, ownership code NA, individual
Feb 23, 2012 to Aug 27, 2024factForm ADV
← PATALON, ROBIN, KAYOwnerSECRETARY, TREASURER, DIRECTOR, ownership code NA, individual
Jul 31, 2017 to Aug 27, 2024factForm ADV
← THOMPSON, ANDREW, LEWIS HOLLINGSWORTHOwnerPRESIDENT (1/2021) DIRECTOR, ownership code NA, individual
Jul 31, 2017 to Aug 27, 2024factForm ADV
← GARNER, CAITLIN, PATRICIA WINTEROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 27, 2024 to Aug 27, 2024factForm ADV
← FRANK, RYAN, BENJAMINOwnerDIRECTOR, ownership code NA, individual
Mar 31, 2023 to Aug 27, 2024factForm ADV
← SC&H GROUP, INC.OwnerSHAREHOLDER, ownership code E, domestic entity
Feb 23, 2012 to Aug 27, 2024factForm ADV

Owns (1)

← SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANOwnerSHAREHOLDER, ownership code E, domestic entity
Feb 23, 2012 to Aug 27, 2024factForm ADV

Dated events

Occurred
Aug 13, 2025
Advisor changed firm
Andrew Lewis Hollingsworth Thompson left Sc&H Wealth for Meta Wealth Advisory (registered 2025-08-29)
Form ADVobserved 5 days ago
Occurred
Mar 27, 2024
Control person left
Michael Jeffrey Schropp (Chief Compliance Officer) no longer on Schedule A of Sc&H Wealth (listed 2023-03-31, absent 2024-03-27)
Form ADVobserved 5 days ago
Occurred
Mar 27, 2024
Control person left
Wooddell Amanda Wilhelm (Director) no longer on Schedule A of Sc&H Wealth (listed 2023-03-31, absent 2024-03-27)
Form ADVobserved 5 days ago
Occurred
Mar 27, 2024
Control person joined
Patricia Winter Caitlin Garner (Chief Compliance Officer) appeared on Schedule A of Sc&H Wealth
Form ADVobserved 5 days ago
Occurred
Jun 9, 2023
Advisor changed firm
Victoria Mary Trosset left Sc&H Wealth for Buckingham Strategic Wealth, Llc (registered 2023-06-14)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Control person joined
Benjamin Ryan Frank (Director) appeared on Schedule A of Sc&H Wealth
Form ADVobserved 5 days ago
Occurred
Aug 17, 2022
Advisor changed firm
Timothy Page Chesser left Sc&H Wealth for Morgan Stanley (registered 2022-10-26)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2022
Regulatory AUM changed
Sc&H Wealth reported RAUM $800.3M, up 35% from $593.3M (2021-12-23 to 2022-03-28)
Form ADVobserved 5 days ago
$207M
Occurred
Mar 28, 2022
Control person joined
Michael Jeffrey Schropp (Chief Compliance Officer) appeared on Schedule A of Sc&H Wealth
Form ADVobserved 5 days ago
Occurred
Mar 28, 2022
Control person joined
Wooddell Amanda Wilhelm (Director) appeared on Schedule A of Sc&H Wealth
Form ADVobserved 5 days ago
Occurred
Mar 27, 2020
Regulatory AUM changed
Sc&H Wealth reported RAUM $506.3M, up 30% from $390.0M (2019-09-05 to 2020-03-27)
Form ADVobserved 5 days ago
$116M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:af4dbdab-fe65-f62c-e0e7-4a8816f3b636
First observed: Feb 23, 2012
Last observed: Feb 12, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SC&H WEALTH

SC&H FINANCIAL ADVISORS, INC., CRD 120666

HUNT VALLEY, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:af4dbdab-fe65-f62c-e0e7-4a8816f3b636

Data as of Feb 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:04 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBIN KAY PATALON

Certified Financial Planner

Hunt Valley, MD

CAITLIN PATRICIA WINTER GARNER

n/a

HUNT VALLEY, MD

RYAN BENJAMIN FRANK

n/a

HUNT VALLEY, MD

JAEWON LEE

Certified Financial Planner

HUNT VALLEY, MD

n/a

KELLIE RENEE WALTER

n/a

HUNT VALLEY, MD

n/a

JERRIN MATTHEW TOOMEY

Certified Financial Planner

HUNT VALLEY, MD

n/a

MARK A DEGROAT

Certified Financial Planner|Chartered Financial Consultant

HUNT VALLEY, MD

Angelo Joseph Romano

Certified Financial Planner

HUNT VALLEY, MD

n/a

HOPE ERICA FRIBUSH

n/a

HUNT VALLEY, MD

n/a

JUDITH ELLEN SMITH BROWN

Certified Financial Planner

HUNT VALLEY, MD

SHANE WILLIAM CAVANAUGH

Certified Financial Planner

HUNT VALLEY, MD

BLAKE WILLIAM WALTER

Certified Financial Planner

HUNT VALLEY, MD

n/a

SAMUEL LEONARD HEROUX

n/a

HUNT VALLEY, MD

n/a

Nicholas Ryan Distefano

n/a

HUNT VALLEY, MD

n/a

JAMES FREDERICK FRANCIS

n/a

HUNT VALLEY, MD

n/a

Benjamin Hughes Tracy

Certified Financial Planner

HUNT VALLEY, MD

Brady Michael Organt

n/a

HUNT VALLEY, MD

n/a

Andrew Vincent Polcari

n/a

HUNT VALLEY, MD

n/a

Ryan Andrew Schoppert

n/a

HUNT VALLEY, MD

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Adams, William, Dennis

SECRETARY TREASURER

yes

07/2025

Feb 12, 2026

FRANK, RYAN, BENJAMIN

DIRECTOR & PRESIDENT

yes

01/2023

Feb 12, 2026

GARNER, CAITLIN, PATRICIA WINTER

CHIEF COMPLIANCE OFFICER

yes

03/2024

Feb 12, 2026

PATALON, ROBIN, KAY

VICE PRESIDENT, DIRECTOR

yes

06/2017

Feb 12, 2026

SC&H GROUP, INC.

Shareholder

yes

01/2007

Feb 12, 2026

HORNING, GREGORY, SCOTT

VICE PRESIDENT (1/2021), DIRECTOR

yes

01/2007

Feb 23, 2012

Aug 27, 2024

THOMPSON, ANDREW, LEWIS HOLLINGSWORTH

PRESIDENT (1/2021) DIRECTOR

yes

06/2017

Jul 31, 2017

Aug 27, 2024

SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Shareholder

01/2007

Feb 23, 2012

Aug 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SC&H CAPITAL CORPORATION

n/a

yes

n/a

SC&H GROUP, INC.

n/a

yes

n/a

STOUT CAUSEY CONSULTING, CHARTERED

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

ELLICOTT CITY

United States

TYSONS CORNER

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 12, 2026

$1.2B

n/a

2024

Feb 20, 2025

$1.1B

n/a

2023

Mar 27, 2024

$909M

$905M

n/a

2022

Mar 31, 2023

$737M

$734M

n/a

2021

Mar 28, 2022

$800M

$796M

n/a

2020

Mar 25, 2021

$593M

$588M

n/a

2019

Mar 27, 2020

$506M

$502M

n/a

2018

Mar 28, 2019

$390M

$386M

n/a

2017

Mar 27, 2018

$379M

$373M

n/a

2016

Feb 23, 2017

$293M

$288M

n/a

2015

Feb 29, 2016

$258M

$249M

n/a

2014

Jan 26, 2015

$235M

$209M

n/a

2013

Feb 17, 2014

$164M

$141M

n/a

2012

Jan 31, 2013

$152M

$141M

n/a

2011

Feb 23, 2012

$104M

$85.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$1.1B

9.1%

$737M

18.6%