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34 Wall Street, Asheville, NC 28801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-17 |
| NC | RA | APPROVED | 2026-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Boston | MA | 01/2016 | 06/2018 |
| Nine Ten Capital Management | Austin | TX | 06/2018 | 12/2020 |
| Bares Capital Management | Austin | TX | 01/2021 | 12/2021 |
| Asheville Capital Management, Llc | Asheville | NC | 01/2022 | 01/2026 |
| Shining Rock Advisors Llc | Alexander | NC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-28 |
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