AdFi
SW

Sc&h Wealth

SEC Registered
Hunt Valley, MD410-403-1500
Assets Under Management
$1B–$5B
Office Locations
3 offices
Total Accounts
2057

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCorporations

Leadership

Gregory Scott Horning
VICE PRESIDENT (1/2021), DIRECTOR
Robin Kay Patalon
CHIEF COMPLIANCE OFFICER (11/2020), SECRETARY, TREASURER, DIRECTOR
Andrew Lewis Hollingsworth Thompson
PRESIDENT (1/2021) DIRECTOR

Office locations

3 offices in 2 states
MD
Hunt ValleyHQ
MD
Ellicott City
VA
Tysons Corner

Advisors at this firm

20 advisors in the directory

Kellie Renee Walter
Investment Adviser Representative
Investment Adviser Representative
Robin Kay Patalon
Investment Adviser Representative
Investment Adviser Representative
Caitlin Patricia Winter Garner
Investment Adviser Representative
Investment Adviser Representative
Mark A Degroat
Investment Adviser Representative
Investment Adviser Representative
Judith Ellen Smith Brown
Investment Adviser Representative
Investment Adviser Representative
Ryan Benjamin Frank
Investment Adviser Representative
Investment Adviser Representative
Shane William Cavanaugh
Investment Adviser Representative
Investment Adviser Representative
Samuel Leonard Heroux
Investment Adviser Representative
Investment Adviser Representative
Jaewon Lee
Investment Adviser Representative
Investment Adviser Representative
Nicholas Ryan Distefano
Investment Adviser Representative
Investment Adviser Representative
Jerrin Matthew Toomey
Investment Adviser Representative
Investment Adviser Representative
Angelo Joseph Romano II
Investment Adviser Representative
Investment Adviser Representative
Blake William Walter
Investment Adviser Representative
Investment Adviser Representative
Hope Erica Fribush
Investment Adviser Representative
Investment Adviser Representative
Benjamin Hughes Tracy
Investment Adviser Representative
Investment Adviser Representative
William Krueger
Investment Adviser Representative
Investment Adviser Representative
James Frederick Francis
Investment Adviser Representative
Investment Adviser Representative
Ryan Andrew Schoppert
Investment Adviser Representative
Investment Adviser Representative
Brady Michael Organt
Investment Adviser Representative
Investment Adviser Representative
Andrew Vincent Polcari
Investment Adviser Representative
Investment Adviser Representative

Regulatory & compliance

CRD number
#120666
SEC Number
801-69985
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Commission / Hourly / Flat Fee
Minimum: $1,000,000 (waivable)
Asset tierAnnual rate
First $500,0001.20%
Next $1,500,0001.00%
Next $3,000,0000.85%
Next $5,000,0000.70%
Next $15,000,0000.60%
Next $25,000,0000.50%
Over $50,000,0000.25%

Data as of February 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sc&h Wealth has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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