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.