{
  "crd_number": 300899,
  "slug": "stokes-family-office-llc-new-orleans-la-300899",
  "primary_business_name": "STOKES FAMILY OFFICE LLC",
  "legal_name": "STOKES FAMILY OFFICE LLC",
  "dbas": [
    "STOKES INSTITUTIONAL"
  ],
  "city": "New Orleans",
  "state": "LA",
  "country": "United States",
  "cbsa_code": "35380",
  "metro": {
    "cbsa_code": "35380",
    "common_name": "New Orleans",
    "msa_name": "New Orleans-Metairie, LA",
    "path": "/advisors/la/new-orleans"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-05-13",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-04-30",
  "carried_forward": false,
  "raum_total": 3351688868.0,
  "raum_discretionary": 3351688868.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 14,
  "advisory_employees": 12,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 150590243.0,
      "count": 6
    },
    "individuals": {
      "raum": 130481069.0,
      "count": 341
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 525558531.0,
      "count": 50
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 2355595295.0,
      "count": 383
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 189463730.0,
      "count": 15
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "GA",
    "LA",
    "MS",
    "MT",
    "NC",
    "NY",
    "SC",
    "TN",
    "TX"
  ],
  "websites": [
    "https://lagniappepodcast.com",
    "https://linkedin.com/company/stokesfamilyoffice",
    "https://stokesfamilyoffice.com",
    "https://stokesinstitutional.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300899",
  "city_as_filed": "NEW ORLEANS",
  "url": "https://advisorcensus.com/firm/stokes-family-office-llc-new-orleans-la-300899",
  "display_name": "Stokes Family Office LLC",
  "summary": "Stokes Family Office LLC is an SEC-registered investment advisory firm in New Orleans, LA, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 30, 2026.",
  "citation": "AdvisorCensus. Stokes Family Office LLC (CRD 300899): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Stokes Family Office LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stokes Family Office LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does Stokes Family Office LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated April 30, 2026 states: Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it); Flat fee: $500 to $100,000 (Family Office Services); Hourly rate: $250 to $500 an hour (Family Office Services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Stokes Family Office LLC located?",
      "a": "Stokes Family Office LLC's principal office is in New Orleans, LA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Stokes Family Office LLC registered with the SEC or a state?",
      "a": "Stokes Family Office LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300899."
    },
    {
      "q": "How much does Stokes Family Office LLC manage?",
      "a": "Stokes Family Office LLC reports $3,351,688,868 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Stokes Family Office LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Stokes Family Office LLC: Regulatory assets under management: $1,331,274,860 in the October 2021 data and $3,351,688,868 in the October 2026 data, up 152%. Total employees: 7 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Stokes Family Office LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (383); individuals (other than high net worth individuals) (341); pension and profit sharing plans (but not the plan participants or government pension plans) (50)."
    },
    {
      "q": "Which custodians does Stokes Family Office LLC use?",
      "a": "Stokes Family Office LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Stokes Family Office 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/300899"
    },
    {
      "q": "What changed in Stokes Family Office LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 10 to 12. Regulatory assets under management went from $2,475,148,256 to $3,351,688,868 (+35%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1331274860.0,
      "total_employees": 7,
      "filing_date": "2021-07-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1644236484.0,
      "total_employees": 7,
      "filing_date": "2022-09-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1556312226.0,
      "total_employees": 8,
      "filing_date": "2023-02-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1873797661.0,
      "total_employees": 9,
      "filing_date": "2024-03-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2475148256.0,
      "total_employees": 10,
      "filing_date": "2025-03-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3351688868.0,
      "total_employees": 14,
      "filing_date": "2026-04-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 10 to 12.",
        "Regulatory assets under management went from $2,475,148,256 to $3,351,688,868 (+35%)."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Added an office in Dallas, TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $500 to $100,000 (Family Office Services)",
      "Hourly rate: $250 to $500 an hour (Family Office Services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "These fees typically range from 0.25% to 1.50% of total assets under management or advisement and generally – but not always – decrease as the percentage of assets under management or advisement increases."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $100,000 (Family Office Services)"
        ],
        "quotes": [
          "Fixed fees generally range from $500 to $100,000, depending upon the scope and complexity of the services and the professional rendering of the family office services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 to $500 an hour (Family Office Services)"
        ],
        "quotes": [
          "If the client elects to receive Family Office Services on an hourly basis, the Firm’s hourly rates range from $250 to $500 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.25,
        1.5
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 100000.0,
          "period": "one_time",
          "service": "Family Office Services"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 250.0,
          "max": 500.0,
          "period": "hour",
          "service": "Family Office Services"
        }
      ]
    },
    "quotes": [
      "These fees typically range from 0.25% to 1.50% of total assets under management or advisement and generally – but not always – decrease as the percentage of assets under management or advisement increases.",
      "Fixed fees generally range from $500 to $100,000, depending upon the scope and complexity of the services and the professional rendering of the family office services.",
      "If the client elects to receive Family Office Services on an hourly basis, the Firm’s hourly rates range from $250 to $500 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "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-family-office-llc-new-orleans-la-300899.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 341,
      "fewer_than_5": false,
      "raum": 130481069.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 383,
      "fewer_than_5": false,
      "raum": 2355595295.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 50,
      "fewer_than_5": false,
      "raum": 525558531.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 150590243.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 15,
      "fewer_than_5": false,
      "raum": 189463730.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/300899",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}