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, 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.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$39.7M in ETFs
1%
$238K
76%
$39.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES US INDUSTRY ROTATION ACTIVE ETF (INRO) | BlackRock | Active | Large Blend | $14.8M | 403,294 | 37.38% |
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
Similar firms
Curio Wealth, LLC
RIAAnnapolis, MD
MRE Management, LLC
RIAAnnapolis, MD
Westbourne Investment Advisors Inc.
RIAAnnapolis, MD
Mdrn Capital
RIAAnnapolis, MD
HF Advisory Group, LLC
RIAAnnapolis, MD
1 North Wealth Services, LLC
RIAAnnapolis, MD