Sage Proffitt Barfield
Investment adviser representative at Shining Rock Advisors LLC
14 yearsExperience
2 statesRegistered in
$153.8MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Shining Rock Advisors LLCSep 2020 to now
- Serota LLCOct 2019 to now
- Serota Mars Hill LLCOct 2019 to now
- Garrison Branch Acquisitions LLCOct 2019 to Dec 2024
- Reed Creek Greenway Plaza LLCOct 2019 to Dec 2024
- Rikoon Family Enterprise Management LLCOct 2019 to Dec 2024
- Serota Burnsville LLCOct 2019 to Dec 2024
- Serota Mars Hill IiOct 2019 to Dec 2024
- Serota Yancey County Holdings LLCOct 2019 to Dec 2024
- Haywood Lender Holdings LLCOct 2019 to Jun 2023
- N/aJun 2019 to Oct 2019
- Cre ManagementSep 2017 to Jun 2019
- Dixon Hughes GoodmanJan 2017 to Jun 2017
- Full-time EducationAug 2012 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, NC).
Shining Rock Advisors LLC
$153.8MAssets managed
26Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7309486
- Firm CRD
- 311295