Scarborough Capital Management

RIASEC Registered

Total AUM

$1.6B

Discretionary

$1.6B

100% of AUM

Avg account

$380K

Accounts

4,323

Employees

Advisory reps

Firm details

Headquarters: Annapolis, Maryland
CRD number: 169517
Registered since: November 20, 2013
Website: scmadvice.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI72.88%
Individuals27.12%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Scarborough Capital Management is an independent, privately owned registered investment adviser that has been SEC-registered since 2013. The firm focuses on planning and portfolio management for individuals and families, and it also provides financial planning, selection of third‑party advisers and client education through seminars and workshops. Scarborough operates as a capital allocator — it constructs portfolios directly and places client capital with external managers when appropriate. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm has been recognized by Forbes among America’s Top RIA Firms in 2023 and again in 2024. Scarborough does not characterize itself as an active ESG investor.