# Stokes Family Office LLC

> 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.

- CRD: 300899
- Filed as: STOKES FAMILY OFFICE LLC
- Also doing business as: STOKES INSTITUTIONAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New Orleans, LA
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300899
- AdvisorCensus page: https://advisorcensus.com/firm/stokes-family-office-llc-new-orleans-la-300899

## Quick answers

**How is Stokes Family Office LLC compensated?**
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.

**How much does Stokes Family Office LLC charge?**
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.

**Where is Stokes Family Office LLC located?**
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).

**Is Stokes Family Office LLC registered with the SEC or a state?**
Stokes Family Office LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300899.

**How much does Stokes Family Office LLC manage?**
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).

**How have Stokes Family Office LLC's assets and staff changed since 2021?**
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.

**What types of clients does Stokes Family Office LLC serve?**
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).

**Which custodians does Stokes Family Office LLC use?**
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.

**Does Stokes Family Office 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/300899

**What changed in Stokes Family Office LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated April 30, 2026)

- Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)

> 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.

- Flat fee: $500 to $100,000 (Family Office Services)

> 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.

- Hourly rate: $250 to $500 an hour (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.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $3,351,688,868
- Discretionary: $3,351,688,868
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 341 | $130,481,069 |
| High net worth individuals | 383 | $2,355,595,295 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 50 | $525,558,531 |
| Charitable organizations | 6 | $150,590,243 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 15 | $189,463,730 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 14 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, LA, MS, MT, NC, NY, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Dallas, TX

### Websites listed on Form ADV (Item 1.I)
- lagniappepodcast.com
- stokesfamilyoffice.com
- stokesinstitutional.com
- LinkedIn @stokesfamilyoffice

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,331,274,860 | 7 | July 29, 2021 |
| October 2022 | $1,644,236,484 | 7 | September 23, 2022 |
| October 2023 | $1,556,312,226 | 8 | February 15, 2023 |
| October 2024 | $1,873,797,661 | 9 | March 22, 2024 |
| October 2025 | $2,475,148,256 | 10 | March 7, 2025 |
| October 2026 | $3,351,688,868 | 14 | April 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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%).

### November 2025
- Added an office in Dallas, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stokes Family Office LLC (CRD 300899): Form ADV filing data as of October 2026.