|
⚲
|
| Keyboard |
| Stokes Family Office LLC
✚
|
|
|---|---|
| CRD # | 300899 |
| SEC # | 801-115261 |
| CIK # | 0001802278 |
| AUM | 3,351.7 M (2026-04-30) |
| Employees | 14 (86% Investors, 0% Brokers) |
| Phone | 504-399-4100 |
| Address | 1100 Poydras St New Orleans, LA 70163 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 49.5 | ||
| Alphabet Inc | 30.6 | ||
| Microsoft Corp | 17.0 | ||
| J P Morgan Chase & Co | 14.3 | ||
| Johnson & Johnson | 13.8 | ||
| Chevron Corp | 12.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 341 | 0.1 |
| (b) Individuals (high net worth individuals) | 383 | 2.4 |
| (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 | 50 | 0.5 |
| (h) Charitable organizations | 6 | 0.2 |
| (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 | 15 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,486 | 3.4 |
| By Discretionary | ||
| Discretionary | 2,486 | 3.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,486 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.4 | |
| Total | 2,486 | 3.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802278] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 20 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Frank Rimerman Advisors LLC
✚
|
CA | 3,399.0 M |
|
Sound Shore Management Inc
✚
|
CT | 3,398.3 M |
|
Colony Family Offices LLC
✚
|
NC | 3,362.4 M |
|
North Star Asset Management Inc
✚
|
WI | 3,351.9 M |
|
Summitry LLC
✚
|
CA | 3,350.5 M |
|
R Squared BM LLC
✚
|
CA | 3,348.8 M |
|
LaSalle Investment Management Securities LLC
✚
|
MD | 3,326.8 M |
|
Meeder Asset Management Inc
✚
|
OH | 3,325.8 M |
|
Sovereign Investment Advisors LLC
✚
|
AZ | 3,312.3 M |
|
Schneider Downs Wealth Management Advisors LP
✚
|
PA | 3,305.8 M |