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The Scarborough Group, Inc. (Annapolis)


The Scarborough Group, Inc. is a large advisory firm based in Annapolis. It manages $1.16 billion of regulatory assets for 673 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 39 other states.

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The Scarborough Group provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Scarborough Group: assets under management

The assets under management (AUM) of The Scarborough Group, Inc. is $1.16 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.16 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.73 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Scarborough Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Annapolis

The principal office where The Scarborough Group, Inc. performs its advisory services is located at 441 Defense Hwy, Annapolis, MD 21401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 410-573-5700 or by fax 410-573-5708. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.401kadvice.com.


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