A complete list of active advisors currently associated with Scarborough Capital Management
Warmer can help you find a great advisor at Scarborough Capital Management or one who fits your needs even better.
Scarborough Capital Management is an SEC-registered multi-advisor firm managing roughly $1.64 billion with 15 advisors and about 2,664 clients. The firm provides discretionary portfolio management, financial planning and consulting, educational seminars, and retirement-focused programs including acting as a sub‑adviser to Retirement Management Systems (RMS) for Savings Plan Management and offering a direct 401(k) Asset Management service. Scarborough’s investment process emphasizes asset allocation and model-based portfolio construction, using both in‑house guidelines and third‑party model portfolios (including arrangements with BlackRock and Invesco) that advisors may adopt or deviate from. Accounts are typically custodied at Charles Schwab or Fidelity, are managed on a discretionary basis, and the firm documents fiduciary obligations for retirement‑account recommendations and rollover advice. The firm’s brochure discloses several features that distinguish it from many peers: it operates as a sub‑adviser to RMS, maintains an affiliation with broker‑dealer Independent Financial Group (permitting advisors to sell commission products and insurance), and receives research and technology support from BlackRock’s Aladdin platform subject to asset thresholds. In addition to serving individual and high‑net‑worth clients, the firm’s disclosures and service arrangements indicate it works with an unusually broad set of institutional clients (including other investment advisers, banks and insurance companies, state/municipal entities and a sovereign wealth client) and uses paid referral/promoter relationships.
To learn more about the advisors currently working at Scarborough Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)