RIA Intelligence

STOKES CAPITAL ADVISORS, LLC

CRD #281278 SEC #801-106810 GREENWOOD, SC 864-450-9051
SEC Registered
Total AUM
$469.6M
Discretionary
$469.6M
Employees
2
Clients
0
Accounts
755

AUM Over Time

DateJan 2025
Total AUM$469.6M
Discretionary$469.6M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$409.1M
Discretionary$409.1M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$362.9M
Discretionary$362.9M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$362.9M
Discretionary$362.9M
Non-Disc.$0
Employees2
Clients0
DateSep 2022
Total AUM$382.9M
Discretionary$373.3M
Non-Disc.$9.6M
Employees2
Clients2
DateAug 2022
Total AUM$382.9M
Discretionary$373.3M
Non-Disc.$9.6M
Employees2
Clients2
DateJan 2022
Total AUM$382.9M
Discretionary$373.3M
Non-Disc.$9.6M
Employees2
Clients2
DateFeb 2021
Total AUM$303.7M
Discretionary$296.8M
Non-Disc.$6.9M
Employees2
Clients2
DateAug 2020
Total AUM$272.3M
Discretionary$263.8M
Non-Disc.$8.6M
Employees2
Clients0
DateJun 2020
Total AUM$272.3M
Discretionary$263.8M
Non-Disc.$8.6M
Employees2
Clients0
DateMay 2020
Total AUM$272.3M
Discretionary$263.8M
Non-Disc.$8.6M
Employees2
Clients0
DateFeb 2020
Total AUM$272.3M
Discretionary$263.8M
Non-Disc.$8.6M
Employees2
Clients0
DateMay 2019
Total AUM$205.3M
Discretionary$197.3M
Non-Disc.$8M
Employees2
Clients1
DateApr 2019
Total AUM$205.3M
Discretionary$197.3M
Non-Disc.$8M
Employees2
Clients1
DateFeb 2019
Total AUM$205.3M
Discretionary$197.3M
Non-Disc.$8M
Employees2
Clients1
DateAug 2018
Total AUM$202.9M
Discretionary$197M
Non-Disc.$5.9M
Employees2
Clients0
DateFeb 2018
Total AUM$202.9M
Discretionary$197M
Non-Disc.$5.9M
Employees2
Clients0
DateFeb 2018
Total AUM$202.9M
Discretionary$197M
Non-Disc.$5.9M
Employees2
Clients0
DateOct 2017
Total AUM$178M
Discretionary$173.6M
Non-Disc.$4.4M
Employees2
Clients0
DateJan 2017
Total AUM$145.7M
Discretionary$139.1M
Non-Disc.$6.7M
Employees2
Clients134
DateNov 2016
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees1
Clients26
DateApr 2016
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees1
Clients26
DateMar 2016
Total AUM$30.2M
Discretionary$30.2M
Non-Disc.$0
Employees1
Clients26
DateMar 2016
Total AUM$30.2M
Discretionary$30.2M
Non-Disc.$0
Employees1
Clients0
DateFeb 2016
Total AUM$30.2M
Discretionary$30.2M
Non-Disc.$0
Employees1
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0