# Stokes Capital Advisors, LLC

> 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.

- CRD: 281278
- Filed as: STOKES CAPITAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwood, SC
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281278
- AdvisorCensus page: https://advisorcensus.com/firm/stokes-capital-advisors-llc-greenwood-sc-281278

## Quick answers

**How is Stokes Capital Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stokes Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**What does Stokes Capital Advisors, LLC's brochure say about its fees?**
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.

**Where is Stokes Capital Advisors, LLC located?**
Stokes Capital Advisors, LLC's principal office is in Greenwood, SC, according to its Form ADV.

**Is Stokes Capital Advisors, LLC registered with the SEC or a state?**
Stokes Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281278.

**How much does Stokes Capital Advisors, LLC manage?**
Stokes Capital Advisors, LLC reports $499,428,850 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**How have Stokes Capital Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Stokes Capital Advisors, LLC serve?**
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).

**Which custodians does Stokes Capital Advisors, LLC use?**
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.

**Does Stokes Capital Advisors, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 18, 2026)

- 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

> *Assets Under Management Annual Percentage of Assets Charge First $1,000,000 1.00% Next $1,000,000 0.85% Next $1,000,000 0.65% Over $3,000,000 0.50%

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $499,428,850
- Discretionary: $499,428,850
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 167 | $65,770,794 |
| High net worth individuals | 110 | $388,709,428 |
| Charitable organizations | 5 | $30,262,825 |
| Corporations or other businesses not listed above | 7 | $14,685,803 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (10 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, NC, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stokescapitaladvisors.com
- LinkedIn @taylor-stokes-06865711b

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $303,731,943 | 2 | February 18, 2021 |
| October 2022 | $382,862,101 | 2 | September 27, 2022 |
| October 2023 | $362,895,384 | 2 | February 21, 2023 |
| October 2024 | $409,093,568 | 2 | January 24, 2024 |
| October 2025 | $469,591,642 | 2 | January 29, 2025 |
| October 2026 | $499,428,850 | 2 | February 18, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stokes Capital Advisors, LLC (CRD 281278): Form ADV filing data as of October 2026.