Scholar Financial Advising, Llc
SEC-registered
Investment Adviser
CRD 298968
· SEC file 801-130382
· Winston Salem, NC
· www.linkedin.com
☆ Save with Pro
ADV data as of Oct 05, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 235
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 8
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 102 | $0 | — |
| High net worth individuals | 133 | $0 | — |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stephan Douglas Shipe | Ceo, Cco, & Managing Member | CFP CFA | Sep 2018 (8y) | 75% or more |
| Dana Deon Strickland | Registered representative | Jan 2023 (4y) | ||
| Noah Matthew Lewis | Registered representative | Jul 2025 (1y) | ||
| Evan Lawrence Mills | Registered representative | Feb 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/26/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 05, 2026.
View current Form ADV (SEC/IAPD) ↗