Insights

Forbes Recognized Scarborough Capital Management has been named a Forbes Top RIA Firm for 2024, signaling strong reputation and credibility that can be leveraged to engage mid-market and large plan sponsors seeking trusted advisory partners.

Retirement Plan Focus The firm specializes in 401(k) and 403(b) plan management and serves over 125 different plans ranging from Fortune 500 to SMBs, indicating ample cross-sell opportunities to expanded retirement plan services and fiduciary support.

Growth Stage With revenue in the multi‑millions and a lean team footprint, there is potential to upsell scalable advisory tech, portfolio analytics tools, or compliance solutions to enhance efficiency as client assets and plan complexity grow.

Digital Footprint Active online presence across WordPress, HubSpot Analytics, and e‑commerce integrations suggests readiness for a data‑driven outbound strategy, personalized prospect journeys, and targeted content to attract plan sponsors and HR leaders.

Key Personnel Strategic hires such as a Customer Relationship Officer indicate emphasis on client experience; this opens opportunities to position value propositions around wealth education, personalized retirement planning, and enhanced stakeholder communications for plan sponsors.

Similar companies to Scarborough Capital Management

Scarborough Capital Management Tech Stack

Scarborough Capital Management uses 8 technology products and services including HubSpot Analytics, Open Graph, WordPress, and more. Explore Scarborough Capital Management's tech stack below.

Scarborough Capital Management's Email Address Formats

Scarborough Capital Management uses at least 3 email formats:
Scarborough Capital Management Email FormatsExamplePercentage
FLast@401kadvice.comJDoe@401kadvice.com
100%
FLast@scmadvice.comJDoe@scmadvice.com
92%
Last@scmadvice.comDoe@scmadvice.com
8%

Frequently Asked Questions

What is Scarborough Capital Management's phone number?

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You can contact Scarborough Capital Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Scarborough Capital Management's official website and social media links?

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Scarborough Capital Management's official website is scmadvice.com and has social profiles on LinkedIn.

How much revenue does Scarborough Capital Management generate?

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As of September 2026, Scarborough Capital Management's annual revenue is estimated to be $10M - $25M.

What is Scarborough Capital Management's NAICS code?

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Scarborough Capital Management's NAICS code is 52 - Finance and Insurance.

How many employees does Scarborough Capital Management have currently?

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As of September 2026, Scarborough Capital Management has approximately 24 employees across 1 continents, including North America. Key team members include President: J. S., Managing Partner: G. B. and Executive Coordinator: G. B. Explore Scarborough Capital Management's employee directory with LeadIQ.

What industry does Scarborough Capital Management belong to?

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Scarborough Capital Management operates in the Financial Services industry.

What technology does Scarborough Capital Management use?

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Scarborough Capital Management's tech stack includes HubSpot Analytics, Open Graph, WordPress, Simpli.fi, Shopify, Font Awesome, WP Engine and Piwik.

What is Scarborough Capital Management's email format?

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Scarborough Capital Management's email format typically follows the pattern of FLast@401kadvice.com. Find more Scarborough Capital Management email formats with LeadIQ.

When was Scarborough Capital Management founded?

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Scarborough Capital Management was founded in 1989.
Scarborough Capital Management logo

Scarborough Capital Management

Financial ServicesMaryland, United States11-50 Employees

Scarborough Capital Management is a financial services firm based in Annapolis, Maryland, offering retirement plan management services focused on 401(k) and 403(b) programs. The firm emphasizes serving employees across a wide range of plan sponsors, from Fortune 500 companies to small and midsized businesses, with an aim to support individuals in achieving their own sense of financial well-being rather than focusing on portfolio size. Registered as an investment adviser and working with securities through Independent Financial Group, the organization operates as a boutique-style advisory practice that provides ongoing retirement plan oversight and related services to plan participants. Founded earlier than 2020, the company positions itself in the financial services industry as a provider of plan management for employer-sponsored retirement programs, serving clients at more than 125 plans. Recent developments include recognition as a Forbes Top RIA Firm for 2024, indicating continued industry visibility. } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } ) } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1989
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Scarborough Capital Management's revenue is estimated to be in the range of $10M - $25M

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