CRD: 311295
Shining Rock Advisors LLC
$153.8M Total AUM
$117.8M Disc. AUM
10.1% 3Y CAGR
2 Employees
26 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-04-2020
- Office Locations
- 1
Office Locations
34 Wall Street Asheville NC
About Shining Rock Advisors LLC
Shining Rock Advisors is an independent, fee-only SEC-registered RIA providing personalized financial advice, financial planning, and portfolio management for individuals and families. Portfolios emphasize diversified asset allocation, commonly implemented with ETFs and fixed income. Custody is primarily at Charles Schwab, and the firm uses Black Diamond for portfolio reporting.
Team overview
-- AVG AGE
$76.9M AVG AUM / ADVISOR
$5.9M AVG AUM / CLIENT
3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
J
Jacob Barfield
Financial Advisor, Owner
- CRD
- #7505679
- Ownership
- 50% but less than 75%
Available
Available
Available
S
SAGE PROFFITT BARFIELD
Chief Compliance Officer, Chief Executive Officer
- CRD
- #7309486
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,784,683 | $1,732,128 |
| Non-Discretionary | $36,016,306 | $1,440,652 |
| Total | $153,800,989 | $1,653,774 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Municipal Bonds:
Available Public Funds:
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Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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