Shining Rock Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Asheville, NC. Its latest Form ADV filing, dated March 16, 2026, reports $154M in regulatory assets under management, 2 employees, and 93 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 88.5% of total clients.
Top client categories% of clientsClients
1
HNWI
88.5%
23
2
Individuals
7.7%
2
3
Charitable
3.8%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$154Mas of March 16, 2026
Discretionary76.6%
$118M
77% of total RAUM76.6%
Non-discretionary23.4%
$36M
23% of total RAUM23.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$154M
Total Accounts93
10Y AUM Change+$35M (+28.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee13:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.