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, owner-operated registered investment adviser that first registered with the SEC in 2015 and operates as an LLC. The firm manages client portfolios on a percentage-of-AUM fee basis and serves a mix of individual and family clients alongside institutional relationships. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not designated as a multi-state adviser, and does not function as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1TAYLOR STOKES
Managing DirectorCRD 2673426
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$56.5M in ETFs
17%
$9.5M
73%
$47M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND (PYLD) | PIMCO | Active | Multisector Bond | $18M | 688,346 | 31.91% |
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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