# Shenandoah Financial

Shenandoah Financial is a RIA based in Winchester.

## Overview

- **Organization type:** RIA
- **Headquarters:** Winchester
- **Assets under management:** Undisclosed
- **Website:** shenandoahfinancialadvisors.com

## Regulatory record

- **CRD number:** 287751
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287751

## About

Shenandoah Financial Advisors provide service to clients across the country from an office in Winchester, Virginia. A team of advisors with different backgrounds and expertise work together to meet clients' financial goals and needs using human touch and technology. They help clients plan for the future and offer investments and related advisory services.

## People

- Craig Alden — Financial Advisor
- Emily Parent — Financial Advisor
- Elaine Hartselle — Office Manager
- Laura Woodle — Office Manager

## Questions

### Who runs investment decisions at Shenandoah Financial?

No principals or investment decision-makers are disclosed in public sources for Shenandoah Financial. The firm does not maintain a public website, LinkedIn presence, or regulatory filings that name leadership.

### How does Shenandoah Financial source proprietary deal flow?

Deal sourcing mechanisms are not publicly known. With no disclosed strategy or team, it is unclear whether the firm relies on direct relationships, intermediaries, or external fund managers.

### Does Shenandoah Financial participate in fund commitments or only direct deals?

Neither fund commitments nor direct deal activity by Shenandoah Financial have been reported in public sources or industry databases.

### What investment stages does Shenandoah Financial typically target?

No investment stage preferences are documented for Shenandoah Financial. There is no public information on whether the firm targets venture, growth, buyout, real assets, or other stages.

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Last updated: 2026-08-11T15:08:04.536Z

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