SCARBOROUGH ADVISORS, LLC

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Scarborough Advisors is based out of Annapolis. Scarborough Advisors is a large advisory firm with 2536 clients and discretionary assets under management (AUM) of $1,085,472,291 (Form ADV from 2022-03-23). Their last reported 13F filing for Q2 2022 included $293,243,000 in managed 13F securities and a top 10 holdings concentration of 61.44%. Scarborough Advisors's largest holding is Schwab U.S. Large-Cap ETF with shares held of 780,240. Whalewisdom has at least 3 13F filings

06/30/2022

13F Activity

  • Market Value $293.243 Million
  • Prior Market Value $313.069 Thousand
  • New Purchases9 stocks
  • Additional Purchases22 stocks
  • Sold out of12 stocks
  • Reduced holdings in21 stocks
  • Top 10 Holdings % 61.44 %
  • Turnover % [1]:38.18%
  • Turnover Alt % [2]: 0.01 %
  • Time Held Top20:1.45 quarters
  • Time Held Top10:1.40 quarters
  • Time Held All:1.64 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-08-15

Performance for Q2 2022: 2.56%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter
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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

SCARBOROUGH CAPITAL MANAGEMENT
1906 TOWNE CENTRE BLVD SUITE 260
ANNAPOLIS MD    21401
Country: United States
Business Phone: 410-573-5700
Fax: 410-573-5708
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 19
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 2536
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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SCARBOROUGH ADVISORS, LLC

ownership team - last updated 2022-03-23
Name Title Start Date Direct/Indirect % Ownership
ARROWSMITH, IAN MANAGING MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCARBOROUGH ADVISORS, LLC MANAGING MEMBER direct 2013-10-01
SCARBOROUGH ADVISORS, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2013-10-01
ANSTED, RYAN, ALEXANDER MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCARBOROUGH ADVISORS, LLC MEMBER direct 2013-10-01
WALKER, SHAWN, JOSEPH MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCARBOROUGH ADVISORS, LLC MEMBER direct 2013-10-01
SPRINKEL, JAMES, FREDERICK MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
THE SCARBOROUGH GROUP, INC. VICE PRESIDENT, TREASURER, DIRECTOR direct 2004-11-01
SCARBOROUGH ADVISORS, LLC MEMBER direct 2013-10-01
OSTROWSKI, GREGORY, SIGISMUND MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCARBOROUGH CAPITAL MANAGEMENT, INC. CHIEF OPERATING OFFICER direct 2008-10-01
RETIREMENT MANAGEMENT SYSTEMS, LLC SECRETARY AND TREASURER direct 2011-08-01
RETIREMENT MANAGEMENT SYSTEMS, INC. SHAREHOLDER direct 2011-08-01
RETIREMENT MANAGEMENT SYSTEMS, LLC MEMBER direct 2014-01-01
SCARBOROUGH ADVISORS, LLC MEMBER direct 2013-10-01
DAVIS, CANDICE, EZZAT CHIEF COMPLIANCE OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCARBOROUGH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2015-01-01

SCARBOROUGH ADVISORS, LLC

ownership team - last updated 2021-03-24
Name Title Start Date Direct/Indirect % Ownership
ARROWSMITH, IAN MANAGING MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCARBOROUGH ADVISORS, LLC MANAGING MEMBER direct 2013-10-01
SCARBOROUGH ADVISORS, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2013-10-01
ANSTED, RYAN, ALEXANDER MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCARBOROUGH ADVISORS, LLC MEMBER direct 2013-10-01
WALKER, SHAWN, JOSEPH MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCARBOROUGH ADVISORS, LLC MEMBER direct 2013-10-01
SPRINKEL, JAMES, FREDERICK MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
THE SCARBOROUGH GROUP, INC. VICE PRESIDENT, TREASURER, DIRECTOR direct 2004-11-01
SCARBOROUGH ADVISORS, LLC MEMBER direct 2013-10-01
OSTROWSKI, GREGORY, SIGISMUND MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCARBOROUGH CAPITAL MANAGEMENT, INC. CHIEF OPERATING OFFICER direct 2008-10-01
RETIREMENT MANAGEMENT SYSTEMS, LLC SECRETARY AND TREASURER direct 2011-08-01
RETIREMENT MANAGEMENT SYSTEMS, INC. SHAREHOLDER direct 2011-08-01
RETIREMENT MANAGEMENT SYSTEMS, LLC MEMBER direct 2014-01-01
SCARBOROUGH ADVISORS, LLC MEMBER direct 2013-10-01
DAVIS, CANDICE, EZZAT CHIEF COMPLIANCE OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCARBOROUGH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2015-01-01

SCARBOROUGH ADVISORS, LLC

ownership team - last updated 2020-06-30
Name Title Start Date Direct/Indirect % Ownership
ARROWSMITH, IAN MANAGING MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCARBOROUGH ADVISORS, LLC MANAGING MEMBER direct 2013-10-01
SCARBOROUGH ADVISORS, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2013-10-01
ANSTED, RYAN, ALEXANDER MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCARBOROUGH ADVISORS, LLC MEMBER direct 2013-10-01
WALKER, SHAWN, JOSEPH MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCARBOROUGH ADVISORS, LLC MEMBER direct 2013-10-01
SPRINKEL, JAMES, FREDERICK MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
THE SCARBOROUGH GROUP, INC. VICE PRESIDENT, TREASURER, DIRECTOR direct 2004-11-01
SCARBOROUGH ADVISORS, LLC MEMBER direct 2013-10-01
OSTROWSKI, GREGORY, SIGISMUND MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCARBOROUGH CAPITAL MANAGEMENT, INC. CHIEF OPERATING OFFICER direct 2008-10-01
RETIREMENT MANAGEMENT SYSTEMS, LLC SECRETARY AND TREASURER direct 2011-08-01
RETIREMENT MANAGEMENT SYSTEMS, INC. SHAREHOLDER direct 2011-08-01
RETIREMENT MANAGEMENT SYSTEMS, LLC MEMBER direct 2014-01-01
SCARBOROUGH ADVISORS, LLC MEMBER direct 2013-10-01
DAVIS, CANDICE, EZZAT CHIEF COMPLIANCE OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCARBOROUGH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2015-01-01

SCARBOROUGH ADVISORS, LLC

ownership team - last updated 2020-01-22
Name Title Start Date Direct/Indirect % Ownership

SCARBOROUGH ADVISORS, LLC

ownership team - last updated 2019-06-27
Name Title Start Date Direct/Indirect % Ownership
ARROWSMITH, IAN MANAGING MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCARBOROUGH ADVISORS, LLC MANAGING MEMBER direct 2013-10-01
SCARBOROUGH ADVISORS, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2013-10-01
ANSTED, RYAN, ALEXANDER MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCARBOROUGH ADVISORS, LLC MEMBER direct 2013-10-01
WALKER, SHAWN, JOSEPH MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCARBOROUGH ADVISORS, LLC MEMBER direct 2013-10-01
SPRINKEL, JAMES, FREDERICK MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
THE SCARBOROUGH GROUP, INC. VICE PRESIDENT, TREASURER, DIRECTOR direct 2004-11-01
SCARBOROUGH ADVISORS, LLC MEMBER direct 2013-10-01
OSTROWSKI, GREGORY, SIGISMUND MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCARBOROUGH CAPITAL MANAGEMENT, INC. CHIEF OPERATING OFFICER direct 2008-10-01
RETIREMENT MANAGEMENT SYSTEMS, LLC SECRETARY AND TREASURER direct 2011-08-01
RETIREMENT MANAGEMENT SYSTEMS, INC. SHAREHOLDER direct 2011-08-01
RETIREMENT MANAGEMENT SYSTEMS, LLC MEMBER direct 2014-01-01
SCARBOROUGH ADVISORS, LLC MEMBER direct 2013-10-01
DAVIS, CANDICE, EZZAT CHIEF COMPLIANCE OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCARBOROUGH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2015-01-01

SCARBOROUGH ADVISORS, LLC

ownership team - last updated 2019-01-30
Name Title Start Date Direct/Indirect % Ownership
ARROWSMITH, IAN MANAGING MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCARBOROUGH ADVISORS, LLC MANAGING MEMBER direct 2013-10-01
SCARBOROUGH ADVISORS, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2013-10-01
ANSTED, RYAN, ALEXANDER MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCARBOROUGH ADVISORS, LLC MEMBER direct 2013-10-01
WALKER, SHAWN, JOSEPH MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCARBOROUGH ADVISORS, LLC MEMBER direct 2013-10-01
SPRINKEL, JAMES, FREDERICK MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
THE SCARBOROUGH GROUP, INC. VICE PRESIDENT, TREASURER, DIRECTOR direct 2004-11-01
SCARBOROUGH ADVISORS, LLC MEMBER direct 2013-10-01
OSTROWSKI, GREGORY, SIGISMUND MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCARBOROUGH CAPITAL MANAGEMENT, INC. CHIEF OPERATING OFFICER direct 2008-10-01
RETIREMENT MANAGEMENT SYSTEMS, LLC SECRETARY AND TREASURER direct 2011-08-01
RETIREMENT MANAGEMENT SYSTEMS, INC. SHAREHOLDER direct 2011-08-01
RETIREMENT MANAGEMENT SYSTEMS, LLC MEMBER direct 2014-01-01
SCARBOROUGH ADVISORS, LLC MEMBER direct 2013-10-01
DAVIS, CANDICE, EZZAT CHIEF COMPLIANCE OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCARBOROUGH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2015-01-01

SCARBOROUGH ADVISORS, LLC

ownership team - last updated 2017-02-02
Name Title Start Date Direct/Indirect % Ownership
ARROWSMITH, IAN MANAGING MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCARBOROUGH ADVISORS, LLC MANAGING MEMBER direct 2013-10-01
SCARBOROUGH ADVISORS, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2013-10-01
ANSTED, RYAN, ALEXANDER MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCARBOROUGH ADVISORS, LLC MEMBER direct 2013-10-01
WALKER, SHAWN, JOSEPH MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCARBOROUGH ADVISORS, LLC MEMBER direct 2013-10-01
SPRINKEL, JAMES, FREDERICK MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
THE SCARBOROUGH GROUP, INC. VICE PRESIDENT, TREASURER, DIRECTOR direct 2004-11-01
SCARBOROUGH ADVISORS, LLC MEMBER direct 2013-10-01
OSTROWSKI, GREGORY, SIGISMUND MEMBER 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCARBOROUGH CAPITAL MANAGEMENT, INC. CHIEF OPERATING OFFICER direct 2008-10-01
RETIREMENT MANAGEMENT SYSTEMS, LLC SECRETARY AND TREASURER direct 2011-08-01
RETIREMENT MANAGEMENT SYSTEMS, INC. SHAREHOLDER direct 2011-08-01
RETIREMENT MANAGEMENT SYSTEMS, LLC MEMBER direct 2014-01-01
SCARBOROUGH ADVISORS, LLC MEMBER direct 2013-10-01
DAVIS, CANDICE, EZZAT CHIEF COMPLIANCE OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCARBOROUGH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2015-01-01

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