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| Stokes Capital Advisors LLC
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|---|---|
| CRD # | 281278 |
| SEC # | 801-106810 |
| CIK # | 0001734460 |
| AUM | $469.6 M (2025-01-29) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 864-450-9051 |
| Address | 101 Venture Court Greenwood, SC 29649 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 19.9 | ||
| Broadcom Inc | 17.3 | ||
| J P Morgan Chase & Co | 13.7 | ||
| TJX Companies Inc /DE/ | 13.4 | ||
| VISA Inc | 11.8 | ||
| Williams Companies Inc | 11.5 | ||
| American Express Co | 11.3 | ||
| McDonalds Corp | 11.0 | ||
| Stryker Corp | 11.0 | ||
| Costco Wholesale Corp /NEW | 10.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 167 | 64.6 |
| (b) Individuals (high net worth individuals) | 108 | 364.2 |
| (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 | 28.3 |
| (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 | 6 | 12.5 |
| (n) Other | 0 | 0.0 |
| Total | 755 | 469.6 |
| By Discretionary | ||
| Discretionary | 755 | 469.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 755 | 469.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 469.5 | |
| Total | 755 | 469.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001734460] |
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|---|---|---|
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VA | 0.5 |
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Frederick Financial Consultants LLC
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MD | 0.5 |
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0.5 | |
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DDFG Inc
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CA | 0.5 |
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Hoxton Wealth USA LLC
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Drexel Morgan & Co
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PA | 0.5 |
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Narus Financial Partners LLC
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UT | 0.5 |
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Vickerman Investment Advisors Inc
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WA | 0.5 |
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Paradiem LLC
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LA | 0.5 |