{
  "crd_number": 281278,
  "slug": "stokes-capital-advisors-llc-greenwood-sc-281278",
  "primary_business_name": "STOKES CAPITAL ADVISORS, LLC",
  "legal_name": "STOKES CAPITAL ADVISORS, LLC",
  "dbas": [],
  "city": "Greenwood",
  "state": "SC",
  "country": "United States",
  "cbsa_code": "24940",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-11-02",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-02-18",
  "carried_forward": false,
  "raum_total": 499428850.0,
  "raum_discretionary": 499428850.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 30262825.0,
      "count": 5
    },
    "individuals": {
      "raum": 65770794.0,
      "count": 167
    },
    "high_net_worth_individuals": {
      "raum": 388709428.0,
      "count": 110
    },
    "corporations_other_businesses": {
      "raum": 14685803.0,
      "count": 7
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "GA",
    "NC",
    "SC",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/in/taylor-stokes-06865711b?trk=people-guest_people_search-card",
    "https://stokescapitaladvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281278",
  "city_as_filed": "GREENWOOD",
  "url": "https://advisorcensus.com/firm/stokes-capital-advisors-llc-greenwood-sc-281278",
  "display_name": "Stokes Capital Advisors, LLC",
  "summary": "Stokes Capital Advisors, LLC is an SEC-registered investment advisory firm in Greenwood, SC, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.",
  "citation": "AdvisorCensus. Stokes Capital Advisors, LLC (CRD 281278): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Stokes Capital Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stokes Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Stokes Capital Advisors, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated February 18, 2026 states: Up to $1,000,000: 1% a year; $1,000,000 to $2,000,000: 0.85% a year; $2,000,000 to $3,000,000: 0.65% a year; Above $3,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Stokes Capital Advisors, LLC located?",
      "a": "Stokes Capital Advisors, LLC's principal office is in Greenwood, SC, according to its Form ADV."
    },
    {
      "q": "Is Stokes Capital Advisors, LLC registered with the SEC or a state?",
      "a": "Stokes Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281278."
    },
    {
      "q": "How much does Stokes Capital Advisors, LLC manage?",
      "a": "Stokes Capital Advisors, LLC reports $499,428,850 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary)."
    },
    {
      "q": "How have Stokes Capital Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Stokes Capital Advisors, LLC: Regulatory assets under management: $303,731,943 in the October 2021 data and $499,428,850 in the October 2026 data, up 64%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Stokes Capital Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (167); high net worth individuals (110); corporations or other businesses not listed above (7)."
    },
    {
      "q": "Which custodians does Stokes Capital Advisors, LLC use?",
      "a": "Stokes Capital Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Stokes Capital Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281278"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 303731943.0,
      "total_employees": 2,
      "filing_date": "2021-02-18"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 382862101.0,
      "total_employees": 2,
      "filing_date": "2022-09-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 362895384.0,
      "total_employees": 2,
      "filing_date": "2023-02-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 409093568.0,
      "total_employees": 2,
      "filing_date": "2024-01-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 469591642.0,
      "total_employees": 2,
      "filing_date": "2025-01-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 499428850.0,
      "total_employees": 2,
      "filing_date": "2026-02-18"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 18, 2026",
    "tiers": [
      {
        "band": "Up to $1,000,000",
        "rate": "1%"
      },
      {
        "band": "$1,000,000 to $2,000,000",
        "rate": "0.85%"
      },
      {
        "band": "$2,000,000 to $3,000,000",
        "rate": "0.65%"
      },
      {
        "band": "Above $3,000,000",
        "rate": "0.5%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $1,000,000: 1% a year",
          "$1,000,000 to $2,000,000: 0.85% a year",
          "$2,000,000 to $3,000,000: 0.65% a year",
          "Above $3,000,000: 0.5% a year"
        ],
        "quotes": [
          "*Assets Under Management Annual Percentage of Assets Charge \nFirst $1,000,000 1.00% \nNext $1,000,000 0.85% \nNext $1,000,000 0.65% \nOver $3,000,000 0.50%"
        ]
      }
    ],
    "quotes": [
      "*Assets Under Management Annual Percentage of Assets Charge \nFirst $1,000,000 1.00% \nNext $1,000,000 0.85% \nNext $1,000,000 0.65% \nOver $3,000,000 0.50%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/stokes-capital-advisors-llc-greenwood-sc-281278.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 167,
      "fewer_than_5": false,
      "raum": 65770794.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 110,
      "fewer_than_5": false,
      "raum": 388709428.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 30262825.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 7,
      "fewer_than_5": false,
      "raum": 14685803.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281278",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}