Shining Rock Advisors LLC

RIASEC Registered
Total AUM
$154M
Discretionary
$118M
77% of AUM
Avg account
$1.7M
Accounts
93
Employees
2
Advisory reps
2

Firm details

Headquarters
Asheville, North Carolina
CRD number
311295
Registered since
May 2, 2022
Website
www.shiningrockadvisors.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI96.58%
  • Charitable Organizations2.58%
  • Individuals0.84%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Shining Rock Advisors LLC is an independently owned limited liability company that provides fee-based portfolio management primarily for individuals, families and small businesses, and also serves some institutional clients. The firm is registered with the SEC (registered in 2022) and charges clients a percentage of assets under management. Its advisory work centers on discretionary portfolio management, and the firm does not identify as an active ESG investor or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 26%, Other 23%, State & Local Bonds 12%, Public Funds/Mutual Funds 12%, Investment Grade Corp Bonds 10%, US Government Bonds 9%, Cash & Cash Equivalents 7%, Non-Investment Grade Corp Bonds 1%26%
  • Exchange Traded Equities26%
  • Other23%
  • State & Local Bonds12%
  • Public Funds/Mutual Funds12%
  • Investment Grade Corp Bonds10%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Asheville, NC

Buncombe

Location

Asheville, NC

Headquartered in Asheville, NC, anchoring the Asheville-Marion-Brevard, NC metro in the South.

Metro area
Asheville-Marion-Brevard, NC
Region
South
County
Buncombe
Address
34 Wall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth