| Name | Title | Ownership | Since |
|---|---|---|---|
| Julie Claire Guest Control | Chief Executive Officer, Chief Compliance Officer, Trustee | 25-50% | 2020 |
| Julie Claire Guest Gift Trust Dtd 2/13/2021 | Owner | 10-25% | 2021 |
| Sage Proffitt Barfield Control | Chief Financial Officer, Trustee | 25-50% | 2020 |
Shining Rock Advisors LLC reports $129.6 million in regulatory assets under management on its Form ADV.
Shining Rock Advisors LLC reports 2 employees.
Shining Rock Advisors LLC is based in Asheville, NC and has been SEC-registered since 2022.
Shining Rock Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 34 Wall Street, Asheville, NC 28801 |
| Phone | 828-380-0071 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $96.1M |
| Non-discretionary | $33.5M |
| Total (RAUM) | $129.6M |