NEW ORLEANS, LACRD 300899Latest ADV April 30, 2026
Stokes Family Office LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Orleans, LA. Its latest Form ADV filing, dated April 30, 2026, reports $3.4B in regulatory assets under management, 14 employees, 2 offices, and 2,486 accounts.
Assets Under Management
$3.4B
Employees
14
Offices
2 offices
Total Clients
795
Primary office
NEW ORLEANS, LA
1100 POYDRAS ST, STE. 2775, NEW ORLEANS, LA, United States
Top client segmentHNWI represent 48.2% of total clients.
Top client categories% of clientsClients
1
HNWI
48.2%
383
2
Individuals
42.9%
341
3
Pension Plans
6.3%
50
4
Corporations
1.9%
15
5
Charitable
0.8%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.4Bas of April 30, 2026
Discretionary100.0%
$3.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.4B
Total Accounts2,486
10Y AUM Change+$3.4B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee57:1
10Y Employee Change+10 (+250.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.