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Sage Proffitt Barfield

Chief Executive Officer, Chief Compliance Officer,Shining Rock Advisors LLCCRD 7309486

About Sage Proffitt Barfield

Sage Proffitt Barfield is listed as Chief Executive Officer, Chief Compliance Officer, at Shining Rock Advisors LLC in Asheville, NC. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Shining Rock Advisors LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Sage Proffitt Barfield work?

Sage Proffitt Barfield is listed as Chief Executive Officer, Chief Compliance Officer, at Shining Rock Advisors LLC on SEC Form ADV.

How much of Shining Rock Advisors LLC does Sage Proffitt Barfield own?

Form ADV reports a beneficial ownership band of 50-75%.

Shining Rock Advisors LLC

TitleChief Executive Officer, Chief Compliance Officer,
Ownership50-75%
Control personYes
Since2020