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SHINING ROCK ADVISORS LLC
CRD 311295 · SEC 801-124819
34 WALL STREET, ASHEVILLE, NC, 28801, United States
Phone
828-380-0071
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$153.8M
Discretionary AUM
$117.8M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $1.3M |
| High net worth individuals | 23 | $148.5M |
| Charitable organizations | 1 | $4.0M |
States served
CA, NC, TX
All web addresses on file
Official SEC filing: View on IAPD