Samuel Leonard Heroux

LPL FINANCIAL LLC

TOWSON, MD · CRD#

THE MARSHALL FINANCIAL GROUP LLC

HUNT VALLEY, MD · CRD#

T. ROWE PRICE ADVISORY SERVICES, INC.

Owings Mills, MD · CRD#

LEGACY FINANCIAL ADVISORS

TOWSON, MD · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

4 years registered in the securities industry

Current & Past Employments

Current

SC&H WEALTHCurrent·CRD# 120666

RIA

226 Schilling Circle Ste 300, Hunt Valley, MD 21031

August 31, 2022 - Present

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Customer Relationship Summary (CRS / SEC)Latest Form ADV

Current Firm

SW

SC&H WEALTH

SC & H CAPITAL ADVISORS, INC. | SC&H WEALTH | SC&H FINANCIAL ADVISORS, INC. | SC&H CORE

CRD#: 120666 / SEC#: 801-69985

RIA

Registered Investment Advisory firm - SEC (3/16/2009 Approved)

Maryland

Registered Investment Advisory firm - Maryland (3/23/2009 Terminated)

Pennsylvania

Registered Investment Advisory firm - Pennsylvania (3/24/2009 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

226 Schilling Circle Ste 300, Hunt Valley, MD 21031

Phone Number

(410) 403-1500

# of Employees

24

SEC notice filing (18 States and Territories)

Registered to provide investment advisory services in 18 US states and territories.

Documents

Part 2 Brochures

SC&H WEALTH FORM ADV PART 2A (2/12/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,057

AUM (Assets Under Management)

$1,230,991,243

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/12/2025	Cover Page	Report
12/20/2024	Cover Page	Report
01/02/2024	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) SC&H GROUP, INC. // NOT INVESTMENT RELATED // 910 RIDGEBROOK ROAD; SPARKS, MD 21152 // SC&H GROUP, A TAX, AUDIT, CONSULTING AND INVESTMENT BANKING FIRM, IS THE PARENT COMPANY OF SC&H FINANCIAL ADVISORS, INC. SC&H GROUP IS THE EMPLOYER, BENEFITS AND PAYROLL PROVIDER FOR ALL SC&H EMPLOYEES. SC&H GROUP ALSO ORGANIZES AND DIRECTS CERTAIN CORPORATE, SOCIAL, COMMUNITY SERVICE AND TRAINING ACTIVITIES IN WHICH ALL SC&H EMPLOYEES MAY PARTICIPATE. // HOURS AS NEEDED IN THE NORMAL COURSE OF BUSINESS // NO SPECIFIC DUTIES FOR SC&H GROUP, INC. 2) ENROLLED AGENT // NOT INVESTMENT RELATED // 910 RIDGEBROOK ROAD; SPARKS, MD 21152 // SAM HEROUX PROVIDES TAX PLANNING AND ACCOUNTING SERVICES TO CLIENTS OF BOTH SC&H FINANCIAL ADVISORS, INC. AND SC&H GROUP, INC. // HOURS AS NEEDED IN THE NORMAL COURSE OF BUSINESS, WHICH CAN BE SUBSTANTIAL AROUND TAX FILING DEADLINES AND INCLUDES TIME DURING SECURITIES TRADING HOURS. // DUTIES PRIMARILY INCLUDE PREPARATION AND FILING OF INDIVIDUAL AND INVESTMENT PARTNERSHIP FEDERAL AND STATE INCOME TAX RETURNS, AS WELL AS RELATED TAX PLANNING AND RESEARCH.

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