CRD: 281278
Stokes Capital Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-02-2015
- Office Locations
- 1
Office Locations
About Stokes Capital Advisors, LLC
Stokes Capital Advisors is an independent, employee-owned RIA in Greenwood, SC providing fee-based investment management and financial planning for individuals, corporations, and nonprofits. Portfolios are client-specific with a disciplined process emphasizing dividend-growth equities and tax-efficient implementation using individual securities, ETFs, municipal bonds, and MLPs. Led by CFA Taylor Stokes; custodies with Charles Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
TAYLOR TENISON STOKES
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #2673426
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $499,428,850 | $665,905 |
| Non-Discretionary | $0 | -- |
| Total | $499,428,850 | $665,905 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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