SourcingSourcing

SCHOLAR FINANCIAL ADVISING, LLC

C24
CRD 298968·SEC 801-130382·WINSTON-SALEM, NC
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SCHOLAR FINANCIAL ADVISING, LLC
CRD
298968
SEC file #
801-130382
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
Individuals High Net Worth133
Individuals Other102

Operations

Employees (total)
8
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
5 advisors → 5 advisors▬ 0%
Primary office
WINSTON-SALEM NC
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningSelection of other advisers
Fee basis
Hourly chargesFixed fees

Filings

Latest ADV filing
02/27/2026
ADV-W filed at
—
Website
youtube.com/@scholarfinancialadvising

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Shipe, Stephan, Douglas
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Shipe, Stephan, Douglas
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:scholaradvising.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.187
Soi Zip Pct 200k Plus
0.041
Soi Zip Returns 200k Plus
730
Soi Zip Total AGI
1,187,114
Fdic Zip Total Deposits
34,153,052,000
Fdic Zip Branch Count
493
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
First-Citizens Bank & Trust CompanyWinston-Salem, NC
Central Carolina Bank and Trust CompanyWinston-Salem, NC
Fdic Zip HHI
821.91
Fdic Zip Top Bank Share Pct
16.09
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI63,819
Returns4,880
Stub 2
AGI172,349
Returns4,690
Stub 3
AGI189,496
Returns3,090
Soi Zip Total Business Income
37,071
Soi Zip Total Cap Gains
40,882
Soi Zip Total Dividends
26,443
Soi Zip Total Returns
17,810
Top Owner CRD
7084798
Trust Company Affiliate
No

People (4)

4
Shipe, Stephan, Douglas
IAR · Direct Owner · 87.5%
7084798
Noah Matthew Lewis
IAR
7854555
Dana Deon Strickland
IAR
7666364
Evan Lawrence Mills
IAR
8225735