STOKES CAPITAL ADVISORS, LLC

101 Venture Court
Greenwood, South Carolina 29649
Tel: 864-450-9051

About STOKES CAPITAL ADVISORS, LLC

STOKES CAPITAL ADVISORS, LLC, formally registered with the SEC as STOKES CAPITAL ADVISORS, LLC. The firm was established in 11/02/2015. They have over 1 offices throughout the country.

STOKES CAPITAL ADVISORS, LLC is a Greenwood, South Carolina based Financial Planning firm with nearly $469,591,642 assets under management, offering retirement planning & investment advisory services to 755 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281278
SEC#	801-106810
Assets Managed by Firm	$469,591,642
No. of Clients	755
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	755	$469,591,642
Individuals (other than high net worth individuals)	167	$64,646,851
High net worth individuals	108	$364,192,702
Charitable organizations	5	$28,284,785
Corporations or other businesses	6	$12,467,304

More Retirement Planning firms in Greenwood, South Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20
PERFORMA LIMITED (US), LLC 1080 Morrison Drive, Suite 120 Charleston, SC, 29403	$3,375,104,696	114	16

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