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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| SC&H Financial Advisors Inc
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|---|---|
| CRD # | 120666 |
| SEC # | 801-69985 |
| CIK # | 0001907898 |
| AUM | $1.1 B (2025-02-20) |
| Employees | 24 (62% Investors, 0% Brokers) |
| Phone | 410-403-1500 |
| Address | 910 Ridgebrook Road Sparks, MD 21152-9390 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.4 | ||
| Apple Inc | 8.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 408 | 197.0 |
| (b) Individuals (high net worth individuals) | 277 | 911.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 18.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,057 | 1,128.3 |
| By Discretionary | ||
| Discretionary | 2,043 | 1,104.7 |
| Non-Discretionary | 14 | 23.6 |
| Total | 2,057 | 1,128.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 1,128.1 | |
| Total | 2,057 | 1,128.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001907898] |
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