SCARBOROUGH CAPITAL MANAGEMENT
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
FINTRXOverview
Scarborough Capital Management is an independent, SEC‑registered RIA organized as an LLC and operating since 2013. The firm is owner‑managed and focuses on individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its service mix includes selecting outside advisers for clients and running educational seminars and workshops. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees, and the firm identifies itself as a capital allocator rather than a purely buy‑and‑hold advisor. Scarborough does not position itself as an active ESG investor and is not registered as a multi‑state or pension consultant adviser. The firm has received placement on Forbes’ lists of top RIA firms in both 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds43%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 15GREGORY OSTROWSKI
Managing PartnerCRD 4576198
RYAN ANSTED
Managing PartnerCRD 4175211
JEFFREY CARDOZO
Financial PlannerCRD 5807786
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 311Active vs passive
$1.1B in ETFs
71%
$767M
17%
$316M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $60.5M | 2,359,231 | 5.58% |
Location
ANNAPOLIS, MD
ANNE ARUNDEL
Location
ANNAPOLIS, MD
Headquartered in ANNAPOLIS, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- ANNE ARUNDEL
- Address
- 1906 Towne Centre Blvd
- Time zone
- ET (UTC-5)
- Office locations
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