SCHOLAR FINANCIAL ADVISING, LLC
Firm details
- Headquarters
- WINSTON SALEM, North Carolina
- CRD number
- 298968
- Registered since
- May 28, 2024
- Website
- scholarfinancialadvising.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Scholar Financial Advising, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. Ownership is held by an individual owner and the firm identifies as a capital allocator that works with individual and family clients. Its primary advisory services are financial planning and the selection of other advisers; billing is on hourly and fixed-fee arrangements rather than traditional AUM-based fees. Scholar reports it is active in multiple states and does not identify as an ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4Stephan Shipe
Owner and Lead AdvisorCRD 7084798
Noah Lewis
Financial AdvisingCRD 7854555
Dana Strickland
Investment AdvisorCRD 7666364
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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