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CEO, CCO, & Managing Member · Scholar Financial Advising, LLC

Stephan D. Shipe

CRD 7084798 · Named on Form ADV at one SEC-registered adviser

At a glance

Scholar Financial Advising, LLC, an SEC-registered asset manager based in Winston-Salem, NC with $0 in regulatory assets, lists Stephan D. Shipe on its Form ADV as CEO, CCO, & Managing Member, a control person.

Firms and roles

AtlasMembers

Stephan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.