Sc&h Wealth

CRD 120666 · Hunt Valley, MD · $1.2B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 120666
SEC number: 801-69985
Firm type: RIA
Assets under management: $1.2B as of Feb 12, 2026
Website: www.linkedin.com/company/schgroup ↗
Phone: 410-403-1500
Address: 226 Schilling Circle, Hunt Valley, MD, 21031

Advisors at this firm

20 in our index · page 1 of 1

Judith Ellen Smith BrownCRD 5850980 · Hunt Valley, MD

IA RegisteredRegistration inactive
Shane William CavanaughCRD 6212574 · Hunt Valley, MD

IA RegisteredRegistration inactive
Mark A DegroatCRD 5050070 · Hunt Valley, MD

IA RegisteredRegistration inactive
Nicholas Ryan DistefanoCRD 6708286 · Hunt Valley, MD

IA Registered
James Frederick FrancisCRD 7668306 · Hunt Valley, MD

IA Registered
Ryan Benjamin FrankCRD 5882570 · Hunt Valley, MD

IA RegisteredRegistration inactive
Hope Erica FribushCRD 7311426 · Hunt Valley, MD

IA Registered
Caitlin Patricia Winter GarnerCRD 4788119 · Hunt Valley, MD

IA RegisteredRegistration inactive
Samuel Leonard HerouxCRD 6454641 · Hunt Valley, MD

IA Registered
William KruegerCRD 7428395 · Hunt Valley, MD

IA Registered
Jaewon LeeCRD 6592380 · Hunt Valley, MD

IA Registered
Brady Michael OrgantCRD 8060795 · Hunt Valley, MD

IA Registered
Robin Kay PatalonCRD 4464101 · Hunt Valley, MD

IA RegisteredRegistration inactive
Andrew Vincent PolcariCRD 8124858 · Hunt Valley, MD

IA Registered
Angelo Joseph RomanoCRD 7224956 · Hunt Valley, MD

IA Registered
Ryan Andrew SchoppertCRD 8036485 · Hunt Valley, MD

IA Registered
Jerrin Matthew ToomeyCRD 6914493 · Hunt Valley, MD

IA Registered
Benjamin Hughes TracyCRD 7354857 · Hunt Valley, MD

IA RegisteredRegistration inactive
Blake William WalterCRD 7282148 · Hunt Valley, MD

IA Registered
Kellie Renee WalterCRD 2874889 · Hunt Valley, MD

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 120666 ↗ FINRA BrokerCheck record for firm CRD 120666 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.