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| Stokes Capital Advisors LLC
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|---|---|
| CRD # | 281278 |
| SEC # | 801-106810 |
| CIK # | 0001734460 |
| AUM | 499.4 M (2026-02-18) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 864-450-9051 |
| Address | 101 Venture Court Greenwood, SC 29649 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 16.6 | ||
| Microsoft Corp | 16.5 | ||
| TJX Companies Inc /DE/ | 15.0 | ||
| J P Morgan Chase & Co | 13.6 | ||
| McDonalds Corp | 12.0 | ||
| Apple Inc | 11.6 | ||
| Williams Companies Inc | 11.4 | ||
| Costco Wholesale Corp /NEW | 10.6 | ||
| American Express Co | 10.2 | ||
| Johnson & Johnson | 10.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 167 | 65.8 |
| (b) Individuals (high net worth individuals) | 110 | 388.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 30.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 14.7 |
| (n) Other | 0 | 0.0 |
| Total | 750 | 499.4 |
| By Discretionary | ||
| Discretionary | 750 | 499.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 750 | 499.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 499.4 | |
| Total | 750 | 499.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001734460] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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