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Scarborough Capital Management

1906 Towne Centre Blvd

Annapolis, MD 21401

4105735700

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About Scarborough Capital Management

Scarborough Capital Management was founded on the belief that everyone deserves access to high quality financial advice.

In the late 1980’s, many financial firms were focused on serving the wealthy. Scarborough set out to provide something different. We wanted to offer a service that was practical for everyone, not just a small percentage of the population. So we introduced 401(k), 403(b) and Thrift Savings Plan management services to American workers in the heartland.

Soon after, we broadened our scope to offer comprehensive financial planning, so we could help clients simplify their entire financial lives.

Our evolution didn’t stop there. Several years later, we saw that our clients were busy and often didn’t have time to drive to our offices for meetings. So we were one of the first firms to offer “virtual” advisory services. This allowed us to begin serving people from coast to coast.

Fast forward to the present day…while we’ve expanded, we’ve remained a close-knit team of professional advisors with a lot of shared history. Everyone on our team shares a passion for providing practical advice so you have the best chance of reaching your goals.

Most importantly, we have adhered to our founding beliefs:

  • Financial advice must be practical. We act more like a financial coach instead of old-fashioned “stock broker”. There’s nothing we love more than helping you map out all of your financial goals….then helping you work toward them one by one!
  • Getting advice must be convenient. You’re busy, so we interact with you whichever way you prefer: in person, or by email, phone and online conference.

Thirty years later, we now oversee more than $1 billion in assets. We’re incredibly honored to serve as a trusted partner for so many individuals and families.



See Disclosures

General Information

Firm Start Year

1989

No. of Employees

20-49

Firm CRD#

169517

Name of Broker/Dealer

Independent Financial Group, LLC

Name of Custodial Firm

Charles Schwab & Co.

Firm Information

Assets Managed by Firm

1,300,000,000

Disclosures

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Scarborough Capital Management ADV 2A

https://info.scmadvice.com/hubfs/Part%202A%20of%20Form%20ADV%202021.pdf

Form CRS

https://scmadvice.com/form-crs/

Privacy Policy

https://info.scmadvice.com/hubfs/SCM%20Privacy%20Policy%202021.pdf 

Additional Detailed Disclosures
https://www.rothira.org/disclosure/1890408/rothira-Scarborough-Capital-Management-detailed-disclosure.html

Disclaimer

Securities through Independent Financial Group, LLC (IFG), a registered broker-dealer. Member FINRA/SIPC. Advisory services offered through Scarborough Capital Management, a registered investment advisor. IFG and Scarborough Capital Management are unaffiliated entities.


For state licensing information please visit https://scmadvice.com/.


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