{"url":"https://nivawealth.com/firms/stokes-family-office-300899","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/300899","regulatoryAum":3351688868,"crd":"300899","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6187447","suffix":null,"lastName":"BECKER","firstName":"DANIEL","middleName":"WAYNE"},{"crd":"7692547","suffix":null,"lastName":"Brieske","firstName":"Devin","middleName":"Caroline"},{"crd":"7125489","suffix":null,"lastName":"Calhoun","firstName":"George","middleName":"Williams"},{"crd":"4819925","suffix":null,"lastName":"CHARRIER","firstName":"AIMEE","middleName":"LYNN"},{"crd":"5685441","suffix":null,"lastName":"MCKAY","firstName":"PATRICK","middleName":"T"},{"crd":"6711013","suffix":"III","lastName":"RAU","firstName":"FREDERICK","middleName":"DUPRE"},{"crd":"5289732","suffix":null,"lastName":"SORENSON","firstName":"ERIC","middleName":"P"},{"crd":"1206789","suffix":null,"lastName":"STOKES","firstName":"DAVID","middleName":"CARL"},{"crd":"5974369","suffix":null,"lastName":"STOKES","firstName":"DOUGLAS","middleName":"MATTHEW"},{"crd":"5884268","suffix":null,"lastName":"STOKES","firstName":"GREGORY","middleName":"JOHN"},{"crd":"7009292","suffix":"II","lastName":"TIBLIER","firstName":"CHARLES","middleName":"MICHAEL"},{"crd":"7562236","suffix":null,"lastName":"TUCKER","firstName":"HANNAH","middleName":"REED"}],"total":12,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-29","regulatoryAum":1331274860,"clients":524,"employees":7,"offices":1},{"filedOn":"2022-05-01","regulatoryAum":1644236484,"clients":541,"employees":7,"offices":1},{"filedOn":"2023-02-15","regulatoryAum":1556312226,"clients":622,"employees":8,"offices":2},{"filedOn":"2024-03-22","regulatoryAum":1873797661,"clients":666,"employees":9,"offices":2},{"filedOn":"2025-03-07","regulatoryAum":2475148256,"clients":698,"employees":10,"offices":1},{"filedOn":"2026-04-30","regulatoryAum":3351688868,"clients":795,"employees":14,"offices":3}],"secFileNumber":"801-115261","legalName":"Stokes Family Office LLC","displayName":"Stokes Family Office","slug":"stokes-family-office-300899","website":"https://stokesfamilyoffice.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/300899/f1d25cf7a6aa987a-r1.webp","tone":"light","width":774,"height":200,"sourceUrl":"https://stokesfamilyoffice.com/","sourceLabel":"Stokes Family Office LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/stokesfamilyoffice","founded":null,"organization":"Louisiana limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1100 Poydras St, Ste. 2775","city":"New Orleans","state":"LA","stateName":"Louisiana","country":"United States","postalCode":"70163"},"tradeNames":["Stokes Institutional"],"registration":{"secApproved":"13 May 2019","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":3433807.132596685,"staff":{"employees":14,"advisory":12,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":3351688868,"discretionary":3351688868,"discretionaryAccounts":2486,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":20},"clientTypes":[{"label":"Individuals (other than HNW)","clients":341,"regulatoryAum":130481069},{"label":"High-net-worth individuals","clients":383,"regulatoryAum":2355595295},{"label":"Pension and profit-sharing plans","clients":50,"regulatoryAum":525558531},{"label":"Charitable organizations","clients":6,"regulatoryAum":150590243},{"label":"Corporations and other businesses","clients":15,"regulatoryAum":189463730}],"feePrograms":[{"role":"main","program":"Wealth Management Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043430","versionId":1043430,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-04-30","documentName":"2025-12-19 STOKES FAMILY OFFICE FORM ADV PART 2A","fee_rate_low":0.35,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Family office services","summary":"Family office services are charged a fixed fee (generally $500 to $100,000), an hourly rate ($250 to $500 per hour), or an asset-based fee generally 0.10%; 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They include 383 high-net-worth individuals, 341 individual clients, and 50 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Stokes Family Office offer?","answer":"Stokes Family Office provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Stokes Family Office charge?","answer":"Stokes Family Office charges 0.35%–1.25% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable.","source":"2025-12-19 STOKES FAMILY OFFICE FORM ADV PART 2A, filed 30 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Stokes Family Office use?","answer":"Stokes Family Office’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $2.62B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Stokes Family Office have?","answer":"Stokes Family Office has 12 investment adviser representatives registered with state securities authorities, out of 14 employees, and 12 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Stokes Family Office invest in?","answer":"At the end of its last fiscal year, Stokes Family Office’s separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 6% state and local bonds, 4% cash and equivalents, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Stokes Family Office?","answer":"Stokes Family Office is owned through a chain of holding companies by Gregory Stokes and Douglas Stokes. Its direct owner is David C. Stokes, L.L.C. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Stokes Family Office get paid?","answer":"Stokes Family Office is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Stokes Family Office registered with the SEC?","answer":"Yes, Stokes Family Office has been registered with the SEC as an investment adviser since 13 May 2019. 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