CRD: 313572
Antonio Stokes Advisors
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- Custodian
- Interactive Brokers ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-05-2021
- Office Locations
- 1
Office Locations
About Antonio Stokes Advisors
Antonio Stokes Advisors is a Southfield, MI wealth management and planning firm serving individuals, families, and small businesses. The team builds goal- and risk-based strategies across taxable accounts and 401(k) plans, complemented by retirement and estate planning, tax planning, and insurance guidance (life and long-term care). Portfolios commonly use ETFs and other public funds; works with custodians such as LPL Financial.
Reported data analysis
What the numbers show
Of the latest reported AUM, 8.6% is discretionary and 91.4% is non-discretionary.
The firm reports 1 advisory representatives and 60 clients, or 60 clients per representative. That equates to $131.3K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on January 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
ANTONIO A STOKES
Investment Advisor, Owner
- CRD
- #5924946
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $679,322 | -- |
| Non-Discretionary | $7,195,793 | -- |
| Total | $7,875,115 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Antonio Stokes Advisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.