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STOKES FAMILY OFFICE LLC
CRD 300899File 801-115261
APPROVED
Retail clients
Custody
Filing as of Apr 30, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.