ScholarDog

ScholarDog is reorganizing from an online-education business into a state-registered investment adviser and has not yet commenced advisory operations, reporting zero clients and $0 in regulatory assets as of the brochure date. Upon launch it expects to serve individuals, families, and closely held business entities by offering non-discretionary, ongoing portfolio advisory services with a general account minimum of $1,000,000.

The firm describes a goals‑based, long‑term, low‑complexity investment approach that emphasizes diversified ETFs, index funds, U.S. Treasuries, and cash-management positions, with clients retaining final authority over transactions. Recommendations are intended to be tailored to each client’s financial situation and risk tolerance, and the firm generally excludes higher‑complexity products such as individual stocks, options, private placements, and cryptocurrencies from its standard model.

Noteworthy aspects include ScholarDog’s transition from an active education enterprise to an advisory business and its plan to provide portfolio management for individual clients despite currently having no active registered advisers, which the brochure identifies as atypical for firms in this category. The firm also discloses that legacy education personnel and separate education businesses remain active, that those personnel will not provide advisory services unless separately engaged and registered, and that it does not intend to act as a private‑fund adviser under its current launch model.