Taylor Stokes has been Managing Member and Chief Compliance Officer of Stokes Capital Advisors since October 2015, is a control person of the firm and directly owns 75% or more of it. Taylor Stokes holds a Bachelor's in Business Administration, Finance from the University of South Carolina and an MBA from Darla Moore School of Business.
Stokes Capital Advisors, LLC is a Greenwood, SC firm with $499M under management, 289 clients and 1 adviser in one office, as of its February 2026 filing.
Taylor Tenison Stokes is Managing Director of Stokes Capital Advisors, LLC, based in Greenwood, South Carolina. He is primarily responsible for the firm’s investment strategy and portfolio construction, and has over 30 years of experience in the investment advisory industry.
- Stokes Capital Advisors, LLCCurrent– present · 10 yearsGreenwood, SC · Adviser representative · Firm CRD 281278
Professional designations
Listed by Stokes Capital Advisors
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Taylor Stokes is registered as an investment adviser representative in 2 states. The first approvals date from November 2015; the most recent is Texas, in August 2022.
- South CarolinaSince 5 November 2015
- TexasSince 1 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 January 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 December 1995 |
| Series 7 | General Securities Representative Examination | 4 December 1995 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Taylor Tenison Stokes
- CRD
- 2673426
- Firm
- Stokes Capital Advisors · CRD 281278
- Role
- Managing Member and Chief Compliance Officer
- Office
- 101 VENTURE COURT, Greenwood, SC 29649
- Registration
- Investment adviser registration
- In the industry since
- November 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stokescapitaladvisors.com
Where does Taylor Stokes work?
Taylor Stokes has been Managing Member and Chief Compliance Officer of Stokes Capital Advisors, LLC since October 2015, and is a control person of the firm.
Is Taylor Stokes a financial advisor?
Yes. Taylor Stokes has a current investment-adviser registration in South Carolina and Texas, through Stokes Capital Advisors since November 2015.
How many years of experience does Taylor Stokes have?
Taylor Stokes has 10 years in the financial industry, since November 2015, across 1 adviser firm.
What exams has Taylor Stokes passed?
Taylor Stokes has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in December 1995.
Where is Taylor Stokes based?
Taylor Stokes’ registered office is in Greenwood, SC.
Is Taylor Stokes registered with FINRA?
No. Taylor Stokes has no current broker registration.
Is Taylor Stokes a CFA charterholder?
Stokes Capital Advisors lists Taylor Stokes with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Taylor Tenison Stokes biography, stokescapitaladvisors.com
How can I verify Taylor Stokes’ record?
Search CRD 2673426 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Taylor Stokes’ full registration record.