Scholar Financial Advising, LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
8
Advisory reps
4

Firm details

Headquarters
Winston Salem, North Carolina
CRD number
298968
Registered since
May 28, 2024
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Scholar Financial Advising, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2024. The firm describes itself as a capital allocator focused on serving individual and family clients, with its core advisory activities centered on financial planning and the selection of other advisers. Fee arrangements are non-asset-based, built around hourly charges and fixed fees rather than percentage-of-assets billing. Scholar is organized as an LLC and operates across state lines as a multi-state adviser. The firm does not identify as an active ESG investor, does not function as a pension consultant, and is not presented as a related adviser to any other RIA.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • Stephan Shipe

    Stephan Shipe

    Owner and Lead AdvisorCRD 7084798

  • Dana Strickland

    Dana Strickland

    Financial AdvisorCRD 7666364

  • Noah Lewis

    Noah Lewis

    Financial AdvisingCRD 7854555

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Winston Salem, NC

Forsyth

Location

Winston Salem, NC

Headquartered in Winston Salem, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.

Metro area
Greensboro--Winston-Salem--High Point, NC
Region
South
County
Forsyth
Address
380 Knollwood St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth