STOKE CAPITAL

Overview

Stoke Capital is a small, fee-based advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm charges a percentage of assets under management and structures client relationships around managed portfolios rather than brokerage transactions. Its client base is concentrated on high-net-worth households and family clients; there is no indication Stoke Capital operates as a multi-state adviser or pursues ESG mandates. Investment activity centers on externally managed pooled vehicles and fixed-income exposure. Stoke Capital leans on mutual funds and other public pooled funds as the primary building blocks for client portfolios, supplementing those positions with corporate debt and annuity solutions where credit or guaranteed income characteristics are needed. The firm’s setup suggests a manager-selection and asset-allocation approach rather than direct primary-market underwriting or heavy in-house security selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices