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STOKES FAMILY OFFICE LLC
CRD 300899File 801-115261
APPROVED
Retail clients
Custody
Filing as of Apr 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.35B
Top 25% of cohort (national)
Discretionary AUM
$3.35B
Clients
795
2,486 accounts
Employees
14
Top 10% of cohort in LA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 13, 2019
- Principal office
- 1100 POYDRAS ST, STE. 2775, NEW ORLEANS, LA, 70163
- Phone
- (504) 399-4100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.35B
- Discretionary AUM
- $3.35B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,486
- Non-discretionary accounts
- 0
- Total accounts
- 2,486
- AUM per client
- $4.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $189.5M |
| Charitable organizations | 6 | $150.6M |
| High net worth individuals | 383 | $2.36B |
| Pension and profit sharing plans | 50 | $525.6M |
| Individuals (other than high net worth individuals) | 341 | $130.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 14 | increased by4 |
| Apr 1, 2026 | Clients | 698 | 795 | increased by97 |
| Apr 1, 2026 | AUM | $2,475,148,256 | $3,351,688,868 | increased by$876,540,612 |
| Apr 1, 2026 | Accounts | 2,052 | 2,486 | increased by434 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 10 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 541 | 698 | increased by157 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,644,236,484 | $2,475,148,256 | increased by$830,911,772 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,544 | 2,052 | increased by508 |
| Apr 1, 2022 | Clients | 524 | 541 | increased by17 |
| Apr 1, 2022 | AUM | $1,331,274,860 | $1,644,236,484 | increased by$312,961,624 |
| Apr 1, 2022 | Accounts | 1,387 | 1,544 | increased by157 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STOKES FAMILY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STOKES FAMILY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.