SHINING ROCK ADVISORS LLC

SHINING ROCK ADVISORS LLC of ASHEVILLE, NC is an SEC-registered investment adviser (CRD 311295). Regulatory assets under management: $153.8M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (5)

NameRoleLocation
Julie Claire GuestCHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, TRUSTEE
Sage Proffitt BarfieldCHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER,; CHIEF FINANCIAL OFFICER, TRUSTEE
Guest Julie ClaireCHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, TRUSTEE
BARFIELD SAGE PROFFITTCHIEF FINANCIAL OFFICER, TRUSTEE
Jacob BarfieldOWNER, IAR

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