Stokes Capital Advisors, Llc
Greenwood, South Carolina
Stokes Capital Advisors, LLC is a leading investment advisory firm based in Greenwood, SC. With over 150 individual clients and a remarkable $362,895,000 in assets under management, they have established themselves as a trusted partner in wealth management. While the firm primarily caters to high net worth individuals, they also possess the expertise to handle employer funds, although 401K and individual accounts constitute less than 30% of their assets. The company's approach is built on the principle of discretion, as 100% of the assets they manage are handled with the utmost care and expertise. Committed to delivering exceptio...
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Assets Under Mgmt

$362.9M

Investment Professionals

1

Locations

0

% 401K & Individual

12%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
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