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STOKES FAMILY OFFICE LLC
CRD 300899 · SEC 801-115261
1100 POYDRAS ST, STE. 2775, NEW ORLEANS, LA, 70163, United States
Phone
(504) 399-4100
Fax
(504) 399-8415
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.35B
Discretionary AUM
$3.35B
Team
14 total employees; 12 advisory reps; 20 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 341 | $130.5M |
| High net worth individuals | 383 | $2.36B |
| Pension/profit sharing plans | 50 | $525.6M |
| Charitable organizations | 6 | $150.6M |
| Corporations/business entities | 15 | $189.5M |
States served
CA, GA, LA, MS, MT, NY, NC, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD