Family Office
    SEC Registered
    Manages Private Funds

    Stokes Family Office LLC

    Registered investment advisor · New Orleans, Louisiana · CRD #300899

    Assets Under Management
    $3.4B
    Client Accounts
    2,486
    Employees
    14
    CRD Number
    300899
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc

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

    About Stokes Family Office LLC

    Stokes Family Office, founded in 1987, provides wealth management and financial planning for high net worth families and institutions. It has 11-50 employees and focuses on fiduciary services without selling products. The firm was established in 2019.

    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 Family Office LLC

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    Frequently Asked Questions

    What is Stokes Family Office LLC's AUM?

    Stokes Family Office LLC reports approximately $3.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Stokes Family Office LLC headquartered?

    Stokes Family Office LLC is headquartered in New Orleans, Louisiana.

    What is Stokes Family Office LLC's CRD number?

    Stokes Family Office LLC's CRD number is 300899. 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 Family Office LLC manage?

    Stokes Family Office LLC manages approximately 2,486 client accounts according to its latest SEC filing.

    Is Stokes Family Office LLC SEC registered?

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

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