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SCHOLAR FINANCIAL ADVISING, LLC

WINSTON-SALEM, NC · CRD 298968 · IAPD ↗ · (336) 360-6833

$0Regulatory AUM
6Advisory reps
8Employees
226Clients
101-250Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2026 — SCHOLAR FINANCIAL ADVISING, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
January 2026 — SCHOLAR FINANCIAL ADVISING, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
May 2025 — SCHOLAR FINANCIAL ADVISING, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
March 2025 — SCHOLAR FINANCIAL ADVISING, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
46
January 2025 — SCHOLAR FINANCIAL ADVISING, LLC notice-filed in MA, MI, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
September 2024 — SCHOLAR FINANCIAL ADVISING, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
September 2024 — SCHOLAR FINANCIAL ADVISING, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
June 2024 — SCHOLAR FINANCIAL ADVISING, LLC (location n/a) is newly SEC-registered with $0 RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.