Sc&H Financial Advisors, Inc. is a large advisory firm based in Sparks. It manages $390.03 million of regulatory assets for 1,213 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Delaware, District of Columbia, and 11 other states.
Sc&H Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sc&H Financial Advisors, Inc. is $390.03 million. The firm's AUM has grown by 820% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sc&H Financial Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Ronald Mark Causey is high net worth individuals with 172 clients and $292.44 million of assets under management. Among the 8 most similar advisory firms, Sc&H Financial Advisors has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $390.03 million for 505 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Sc&H Financial Advisors doesn't advise any private funds.
The company employs 21 people that are either part- or full-time employees. 52 percent of the employees work as investment advisers or researchers. 11 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Ronald Mark Causey has been acting as President since 1 May 2010. Moira Melloy Donovan joined the executive team most recently as the Chief Compliance Officer.
The principal office where Sc&H Financial Advisors, Inc. performs its advisory services is located at 910 Ridgebrook Road, Sparks, MD 21152 9390, which is also the mailing address of the firm. An additional office of the firm is in Tysons Corner, VA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-403-1500 or by fax 410-403-1500. The normal business hours are 8:30am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at schgroup.com and its LinkedIn profile.