|
⚲
|
| Keyboard |
| Shining Rock Advisors LLC
✚
|
|
|---|---|
| CRD # | 311295 |
| SEC # | 801-124819 |
| CIK # | |
| AUM | 153.8 M (2026-03-16) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 828-380-0071 |
| Address | 34 Wall Street Asheville, NC 28801 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 1.3 |
| (b) Individuals (high net worth individuals) | 23 | 148.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 4.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 93 | 153.8 |
| By Discretionary | ||
| Discretionary | 68 | 117.8 |
| Non-Discretionary | 25 | 36.0 |
| Total | 93 | 153.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 153.8 | |
| Total | 93 | 153.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Diversified Planning Strategies Advisors LLC
✚
|
NJ | 154.4 M |
|
JJSA Advisors Ltd
✚
|
VA | 154.3 M |
|
Worthington Financial Partners LLC
✚
|
OH | 153.7 M |
|
Graver Capital Management LLC
✚
|
OH | 153.5 M |
|
Alessandra Capital Management LLC
✚
|
CA | 153.5 M |
|
ARTA Finance Wealth Management LLC
✚
|
CA | 153.4 M |
|
Clear Retirement Advice LLC
✚
|
CA | 153.4 M |
|
Steve Lynch Wealth Management
✚
|
NM | 153.4 M |
|
Aventine Financial Group LLC
✚
|
PA | 153.1 M |
|
Quantum Capital Investments Inc
✚
|
153.0 M |