Stokes Capital Advisors, LLC
Firm details
- Headquarters
- Greenwood, South Carolina
- CRD number
- 281278
- Registered since
- November 2, 2015
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI77.83%
- Individuals13.17%
- Charitable Organizations6.06%
- Corporations / Businesses2.94%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Stokes Capital Advisors, LLC is an independent, privately owned registered investment adviser organized as an LLC and SEC-registered since 2015. The firm serves a mix of individual and family clients as well as institutional relationships, operating on a fee model charged as a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for individuals and small businesses rather than pension consulting or multi-state institutional consulting. The firm does not identify as an active ESG investor and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Public Funds/Mutual Funds10%
- US Government Bonds3%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Taylor Stokes
Managing DirectorCRD 2673426
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$59.6M in ETFs
22%
$13M
67%
$46.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND (PYLD) | PIMCO | Active | Multisector Bond | $18.5M | 696,655 | 31.00% |
Location
Greenwood, SC
Greenwood
Location
Greenwood, SC
Headquartered in Greenwood, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.
- Metro area
- Greenville-Spartanburg-Anderson, SC
- Region
- South
- County
- Greenwood
- Address
- 101 Venture Ct
- Time zone
- ET (UTC-5)
- Office locations
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