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:
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.
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.
Assets Managed by Firm
1,300,000,000
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.financialplanners.net/disclosure/1890408/financialplanners-Scarborough-Capital-Management-detailed-disclosure.html
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/.
Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites.
Content posted by other parties does not necessarily represent the views of Independent Financial Group, LLC or Scarborough Capital Management.
Content is for general purposes only and is not an offer to buy or sell security.
IFG does not provide tax or legal advice.