Jacob Barfield has been Owner, Iar of Shining Rock Advisors since January 2026, is a control person of the firm and directly owns between 50% and 75% of it. Jacob Barfield holds a Bachelor's degree from Western Carolina University and a Master's degree from Boston College.
Shining Rock Advisors LLC is an Asheville, NC firm with $154M under management, 26 clients and 2 advisers in one office, as of its March 2026 filing.
Jake Barfield is the former founder and portfolio manager of Asheville Capital Management. Before that he worked at Bares Capital Management and Nine Ten Capital Management.
Jacob Barfield’s longest registration was 3 years at Asheville Capital Management, LLC (2022–2026). Before joining Shining Rock Advisors in 2026, Jacob Barfield was registered through Asheville Capital Management, LLC.
- Asheville Capital Management, LLC– · 3 yearsAlexander, NC · Adviser representative · Firm CRD 318705
Investment adviser representative registrations
Jacob Barfield is registered as an investment adviser representative in 2 states. The first approvals date from February 2026; the most recent is Texas, in March 2026.
- North CarolinaSince 2 February 2026
- TexasSince 17 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 January 2022 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7505679
- Firm
- Shining Rock Advisors · CRD 311295
- Role
- Owner, Iar
- Registration
- Investment adviser registration
- In the industry since
- February 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- shiningrockadvisors.com
Where does Jacob Barfield work?
Jacob Barfield has been Owner, Iar of Shining Rock Advisors LLC since January 2026, and is a control person of the firm.
Is Jacob Barfield a financial advisor?
Yes. Jacob Barfield has a current investment-adviser registration in North Carolina and Texas, through Shining Rock Advisors since February 2026.
How many years of experience does Jacob Barfield have?
Jacob Barfield has 4 years in the financial industry, since February 2022, across 2 adviser firms.
What exams has Jacob Barfield passed?
Jacob Barfield passed the Series 65 in January 2022.
Where did Jacob Barfield work before Shining Rock Advisors?
Before Shining Rock Advisors, Jacob Barfield was registered through Asheville Capital Management, LLC, February 2022 to January 2026.
Is Jacob Barfield registered with FINRA?
No. Jacob Barfield has no current broker registration.
How can I verify Jacob Barfield’s record?
Search CRD 7505679 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Barfield’s full registration record.