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| SC&H Financial Advisors Inc
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| |
|---|---|
| CRD # | 120666 |
| SEC # | 801-69985 |
| CIK # | 0001907898 |
| AUM | $908.9 MM (2024-08-27) |
| Employees | 31 (45% Investors, 0% Brokers) |
| Phone | 410-403-1500 |
| Address | 910 Ridgebrook Road Sparks, MD 21152-9390 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 7.9 | |
| MSFT | 1,918,222.4 | 6.6 | |
| GOOGL | 1,475,138.5 | 2.5 | |
| COST | 207,576.9 | 2.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 332 | 133.2 |
| (b) Individuals (high net worth individuals) | 266 | 774.4 |
| (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 | 0 | 0.0 |
| (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 | 0 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,760 | 908.9 |
| By Discretionary | ||
| Discretionary | 1,752 | 904.9 |
| Non-Discretionary | 8 | 4.0 |
| Total | 1,760 | 908.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 908.9 | |
| Total | 1,760 | 908.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001907898] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ethos Financial Group LLC
✚
|
PA | 0.9 |
|
Harvey Investment Company LLC
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KY | 0.9 |
|
Financial Advisory Corporation
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MI | 0.9 |
|
TRG Investment Advisors LLC
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VT | 0.9 |
|
TBFM LLP
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ID | 0.9 |
|
SASCO Capital Inc
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CT | 0.9 |
|
Atlas Capital Advisors Inc
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CA | 0.9 |
|
Wellington Shields Capital Management LLC
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NY | 0.9 |
|
SouthernSun Asset Management LLC
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TN | 0.9 |
|
Berkshire Money Management Inc
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|
MA | 0.9 |