Shining Rock Advisors LLC

Shining Rock Advisors LLC (CRD# 311295) is a financial advisory firm headquartered in , . They manage $160,643,938 in 65 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://shiningrockadvisors.com
By the Numbers
  • Total Assets Under Management
    161
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $2,471,445
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NC

Financial Advisors at Shining Rock Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Sage Barfield, financial advisor Alexander NC
Sage P. Barfield
CRD#: 7309486
Alexander, NC

Sage Barfield (CRD# 7309486) is an Investment Advisor Representative working at Shining Rock Advisors LLC in Alexander, NC and has over 3 years of experience in the finance industry.

2
Julie Guest, financial advisor Alexander NC
Julie C. Guest
CRD#: 7309484
Alexander, NC

Julie Guest (CRD# 7309484) is an Investment Advisor Representative working at Shining Rock Advisors LLC in Alexander, NC and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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