Stokes Family Office LLC
Firm details
- Headquarters
- New Orleans, Louisiana
- CRD number
- 300899
- Registered since
- May 13, 2019
- Website
- www.stokesfamilyoffice.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI70.28%
- Pension & Profit Sharing Plans15.68%
- Corporations / Businesses5.65%
- Charitable Organizations4.49%
- Individuals3.89%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Stokes Family Office LLC is an independent RIA organized as an LLC and registered with the SEC in 2019. The firm acts as a capital allocator and serves both individual/family and institutional clients, operating with a mix of fee arrangements that include percentage-of-AUM, hourly, fixed-price, and performance-based fees. Its advisory services cover financial planning, portfolio management for individuals, small businesses and institutions, pension-related consulting, and the selection and oversight of third-party advisers. Stokes identifies as not being an active ESG investor and lists an insurance company affiliation. The firm’s profile and activity have received external recognition: it has been listed on Forbes’ Top RIA Firms in 2022, 2023 and 2024, and appeared on Citywire’s 50 Growers Across America in 2026.
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
- Public Funds/Mutual Funds62%
- Exchange Traded Equities25%
- State & Local Bonds6%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Owners & executives
1 of 1
Charles Tiblier
Chief Compliance OfficerCRD 7009292
Contacts
3 of 11
Rachael Richard
Director of PortfolioCRD 6788777
Patrick Mckay
Managing DirectorCRD 5685441
George Calhoun
AnalystCRD 7125489
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 142Active vs passive
$537M in ETFs
55%
$297M
22%
$240M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $58.8M | 248,453 | 10.95% |
Location
New Orleans, LA
Orleans
Location
New Orleans, LA
Headquartered in New Orleans, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Orleans
- Address
- 1100 Poydras St
- Time zone
- CT (UTC-6)
- Office locations
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