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SC&H Wealth
SC&H Wealth is a fee-only wealth management firm serving high-net-worth families from Sparks, Maryland since 1991. Chartered by H. Gregory Skidmore.
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
AUM
Undisclosed
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
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 a single-family office or a multi-family office?
SC&H Wealth functions as a multi-client wealth advisory practice, serving many unrelated families. It is structured as an RIA that provides tax, audit, and wealth services across client bases — it is not a single-family office built around one fortune.
Does SC&H Wealth participate in fund commitments or only direct deals for clients?
The firm typically manages client assets through individualized portfolios, including direct investments in public securities and structured private-placement opportunities. Its tax and audit arm may facilitate direct co-investments for qualified clients, but no separate pooled fund vehicles are marketed.
What investment stages does SC&H Wealth typically target within private assets?
The firm does not disclose specific stage preferences for private investments. Based on its focus on business owners, it may facilitate direct investments in operating businesses, real estate partnerships, and growth-stage private companies, likely alongside clients' own enterprises.
How does SC&H Wealth source proprietary deal flow?
SC&H Wealth's deal sourcing appears tied to the professional relationships of the SC&H Group's tax and audit practice, which serves roughly 200 clients. The firm does not maintain a formal venture capital or private equity fund structure, so proprietary deals likely emerge from existing client networks or third-party sponsorship.
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.
Where does the underlying wealth that SC&H Wealth serves come from?
The wealth served by SC&H Wealth comes from multiple unrelated families, predominantly business owners in the mid-Atlantic region. The firm does not build its business around a single founder fortune; rather, it aggregates assets from client relationships built over decades through tax and accounting work. Specific wealthy individuals are not disclosed.
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