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 registered investment adviser organized as an LLC and SEC-registered since 2019. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that selects and allocates to third-party managers. Its service menu includes financial planning, portfolio management for individuals and small businesses as well as for institutions, pension consulting, and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM fees, hourly and fixed-fee engagements, and performance-based fees. Stokes does not identify as an active ESG investor, and its regulatory filings indicate it is not classified as a multi-state adviser. The firm has been recognized by Forbes on its RIA lists in 2022, 2023, and 2024.
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 1CHARLES TIBLIER
Chief Compliance OfficerCRD 7009292
Contacts
3 of 11Rachael Richard
Director of PortfolioCRD 6788777
PATRICK MCKAY
Director of Institutional ServicesCRD 5685441
George Calhoun
AnalystCRD 7125489
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 137Active vs passive
$1.7B in ETFs
82%
$1.4B
8%
$307M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $253M | 2,546,734 | 14.76% |
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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