Wealth Manager
    SEC Registered
    Manages Private Funds

    Stokes Capital Advisors, LLC

    Registered investment advisor · Greenwood, South Carolina · CRD #281278

    Assets Under Management
    $499M
    Client Accounts
    750
    Employees
    2
    CRD Number
    281278
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Stokes Capital Advisors, LLC

    Stokes Capital Advisors, LLC is an independent, employee-owned investment advisory firm focused on helping clients achieve their financial goals through personalized investment strategies. The firm offers asset management and investment consulting services, emphasizing long-term results and unbiased advice. For more details, visit their official website.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Stokes Capital Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Stokes Capital Advisors, LLC's AUM?

    Stokes Capital Advisors, LLC reports approximately $499M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Stokes Capital Advisors, LLC headquartered?

    Stokes Capital Advisors, LLC is headquartered in Greenwood, South Carolina.

    What is Stokes Capital Advisors, LLC's CRD number?

    Stokes Capital Advisors, LLC's CRD number is 281278. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Stokes Capital Advisors, LLC manage?

    Stokes Capital Advisors, LLC manages approximately 750 client accounts according to its latest SEC filing.

    Is Stokes Capital Advisors, LLC SEC registered?

    Yes, Stokes Capital Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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