RIA · CRD 120666SEC-Registered

Updated:

SC&H Wealth

SC&H WEALTH is an SEC-registered investment adviser in HUNT VALLEY, MD, since 2009. The firm manages $1.2 billion in assets. It has 24 employees and 20...

SC&H Wealth

SC&H WEALTH is an SEC-registered investment adviser in HUNT VALLEY, MD, since 2009. The firm manages $1.2 billion in assets. It has 24 employees and 20 investment advisers.

General information

Firm type

RIA

Year founded

1991

Location

Region

North America

Country

United States

City

Hunt Valley

Corporate office

Sparks, MD, United States

Additional offices

Baltimore, MD

Principals

H. Gregory Skidmore

Managing Director

Ronald E. Stokan

Managing Director

Sector focus

Wealth ManagementPrivate WealthFinancial AdvisoryTax ServicesEstate Planning

Frequently asked questions

Who manages investment decisions at SC&H Wealth?

SC&H Wealth is led by a team of managing directors including founder H. Gregory Skidmore. The firm operates as a fee-only RIA, meaning investment decisions are made by the firm's advisors without commission incentives (per the firm's NAPFA membership). The broader SC&H Group's tax and audit professionals often collaborate on estate and financial planning.

Is SC&H Wealth related to any larger parent entity?

Yes — SC&H Wealth is the wealth management division of the SC&H Group, a regional professional services firm providing audit, tax, and advisory services. The parent firm was founded in 1991 by H. Gregory Skidmore and Ronald E. Stokan.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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