Stokes Capital Advisors, LLC

$499.4MAssets under management
as of Feb 2026 · SEC Form ADV
Greenwood, SC
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Tech stack

No one at Stokes Capital Advisors, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Stokes Capital Advisors, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $409M held · filed Jan 2024