Overview
Assets Under Management: $470 million
Headquarters: GREENWOOD, SC
High-Net-Worth Clients: 108
Average Client Assets: $3 million
Frequently Asked Questions
STOKES CAPITAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281278), STOKES CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
STOKES CAPITAL ADVISORS, LLC is headquartered in GREENWOOD, SC.
STOKES CAPITAL ADVISORS, LLC serves 108 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, STOKES CAPITAL ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
STOKES CAPITAL ADVISORS, LLC manages $470 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, STOKES CAPITAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.56
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 755
Discretionary Accounts: 755
Regulatory Filings
CRD Number: 281278
Last Filing Date: 2025-01-29 00:00:00
Website: https://stokescapitaladvisors.com