Shining Rock Advisors LLC
Shining Rock Advisors LLC is an SEC-registered ria in Asheville, NC with $153.8M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Shining Rock Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311295, SEC 801-124819, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $153.8M (2026-03-16)
- Firm type
- Ria
- Location
- Asheville, NC
- Employees
- 2
- Clients
- 26
- CRD
- 311295
- Ownership
- BARFIELD, SAGE, PROFFITT; SAGE PROFFITT BARFIELD GIFT TRUST DTD 2/13/2021; Barfield, Jacob; Guest, Julie, Claire; JULIE CLAIRE GUEST GIFT TRUST DTD 2/13/2021
How much AUM does Shining Rock Advisors LLC have?
Shining Rock Advisors LLC reported $153.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Shining Rock Advisors LLC?
Disclosed owners and executives of Shining Rock Advisors LLC include BARFIELD, SAGE, PROFFITT, SAGE PROFFITT BARFIELD GIFT TRUST DTD 2/13/2021, Barfield, Jacob, Guest, Julie, Claire, JULIE CLAIRE GUEST GIFT TRUST DTD 2/13/2021. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.