RIA Intel›Advisers›Connecticut›SHINE FINANCIAL SERVICES, LLC

SHINE FINANCIAL SERVICES, LLC

Advisory

CT

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in CT
#1,135
of 1,312 advisers by AUM
Average account
$688K
across 30 accounts
AUM per adviser
$21M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$21M
Discretionary %
100%
Clients
6
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$21M
Discretionary AUM$21M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients6
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

BALANCED VIEW CAPITAL, LLC
$21M
THE FINANCIAL ADVANTAGE GROUP, LLC
$21M
WAYPOINT STRATEGIC WEALTH LLC
$21M
RIOUX & COMPANY, LLC
$20M
0.0% 1Y
STONE BEACH INVESTMENT MANAGEMENT, LLC
NEW CANAAN, CT
$21M
-47.6% 1Y
JHC CAPITAL MANAGEMENT, LLC
GREENWICH, CT
$21M
-49.7% 1Y

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