RIA Intelligence

STOKES FAMILY OFFICE LLC

CRD #300899 SEC #801-115261 NEW ORLEANS, LA (504) 399-4100
SEC Registered
Total AUM
$2.5B
Discretionary
$2.5B
Employees
10
Clients
251
Accounts
2,052

AUM Over Time

DateDec 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees10
Clients15
DateOct 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees10
Clients15
DateMar 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees10
Clients15
DateMar 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees9
Clients15
DateFeb 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees8
Clients15
DateJan 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees7
Clients16
DateSep 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees7
Clients16
DateAug 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees7
Clients16
DateMay 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees7
Clients16
DateApr 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees7
Clients16
DateApr 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees7
Clients16
DateMar 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees7
Clients16
DateJan 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees7
Clients0
DateNov 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees7
Clients0
DateNov 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees7
Clients0
DateOct 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees7
Clients0
DateJul 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees4
Clients0
DateJan 2020
Total AUM$997.1M
Discretionary$997.1M
Non-Disc.$0
Employees4
Clients0
DateJul 2019
Total AUM$997.1M
Discretionary$997.1M
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0