Stokes Family Office LLC
New Orleans, LA·SEC-registered · CRD #300899
Stokes Family Office LLC is an SEC-registered investment advisory firm in New Orleans, LA managing $3.4B across 2.5k client accounts, with 12 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.4B
Client accounts
2.5k
Advisory staff
12
Fee model
Fee-based
How Stokes Family Office LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Stokes Family Office LLC
How much does Stokes Family Office LLC manage?
Per its most recent SEC Form ADV filing (04/30/2026), Stokes Family Office LLC reports $3.4B in regulatory assets under management across roughly 2.5k client accounts.
How does Stokes Family Office LLC charge?
Stokes Family Office LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Stokes Family Office LLC a fiduciary?
Yes. Stokes Family Office LLC is registered with the U.S. Securities and Exchange Commission (CRD #300899), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Stokes Family Office LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Stokes Family Office LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Stokes Family Office LLC's public SEC Form ADV filing (CRD #300899, filed 04/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Stokes Family Office LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Stokes Family Office LLC? Claim this profile.