SC&H Financial Advisors, Inc.
SC&H Financial Advisors, Inc., based in Sparks, Maryland, is an independent investment adviser founded in 1998 and is part of SC&H Group, Inc., an employee-owned firm. Serving primarily high-net-worth individuals as well as other individual clients, the firm provides comprehensive financial planning, tax strategies, holistic investment advice, estate planning, and asset management solutions. The team consists of Certified Public Accountants, CERTIFIED FINANCIAL PLANNER™ professionals, and specialists in tax, estate, and trust planning, dedicated to delivering customized and fiduciary advice. As of its latest filings, the firm employs approximately 31 people.
Investment Strategy
SC&H Financial Advisors, Inc. focuses on providing independent, client-centric investment and financial planning tailored to individual goals and risk profiles. Their strategy blends holistic financial planning with asset management, leveraging a team approach encompassing CPAs, CFP®s, and other specialists. The firm does not manage pooled investment vehicles; instead, nearly all assets are for individuals (including high net worth) in discretionary accounts. They emphasize tax efficiency, estate planning, and goal-based investing, aiming to provide unbiased, long-term advisory services rather than proprietary products or high-turnover trading.
Top Holdings
Equity Positions (146)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 13.37% | $82.0M | 2,125,703 | $28.60 | $38.57 | +$5.8M |
A AVUS | AMERICAN CENTY ETF TR | 11.30% | $69.3M | 637,933 | $79.56 | $108.70 | +$1.2M |
D DFAU | DIMENSIONAL ETF TRUST | 6.07% | $37.2M | 813,543 | $31.68 | $45.76 | +$2.8M |
D DFUS | DIMENSIONAL ETF TRUST | 5.09% | $31.2M | 430,716 | $52.46 | $72.44 | +$3.6M |
D DFAI | DIMENSIONAL ETF TRUST | 5.06% | $31.0M | 853,261 | $28.56 | $36.35 | +$2.7M |