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STOKES CAPITAL ADVISORS, LLC
CRD 281278 · SEC 801-106810
101 VENTURE COURT, GREENWOOD, SC, 29649, United States
Phone
864-450-9051
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$499.4M
Discretionary AUM
$499.4M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 167 | $65.8M |
| High net worth individuals | 110 | $388.7M |
| Charitable organizations | 5 | $30.3M |
| Corporations/business entities | 7 | $14.7M |
States served
GA, NC, SC, TX
All web addresses on file
Official SEC filing: View on IAPD