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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-24-2000
- Office Locations
- 1
Office Locations
About Sc&h Wealth
SC&H Wealth is the wealth advisory arm of SC&H, providing integrated financial planning and strategic tax advice for future-focused individuals and families as a fiduciary partner. Backed by a broader consulting platform across advisory/transformation, technology and data, risk, accounting, tax, and audit, the team pairs CFPs and CPAs to support complex planning through implementation.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
William Dennis Adams
Secretary Treasurer
- CRD
- --
- Ownership
- Less than 5%
RYAN BENJAMIN FRANK
DIRECTOR, Financial Advisor, General Partner, President
- CRD
- #5882570
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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JUDITH ELLEN SMITH BROWN
Wealth Advisor
- CRD
- #5850980
SHANE WILLIAM CAVANAUGH
Wealth Advisor
- CRD
- #6212574
Showing 2 of 21 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,190,926,603 | $585,222 |
| Non-Discretionary | $40,064,640 | $1,821,120 |
| Total | $1,230,991,243 | $598,440 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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