This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-13-2019
- Office Locations
- 2
Office Locations
About Stokes Family Office LLC
Stokes Family Office is a fiduciary wealth management practice serving high-net-worth families and institutions. The team provides comprehensive financial planning, evidence-based portfolio construction, tax and estate planning, and coordination with clients’ CPAs and attorneys. Publishes regular market insights and has been recognized by Forbes and Newsweek as a top RIA.
Reported data analysis
What the numbers show
Between December 19, 2025 and April 30, 2026, reported AUM increased 35.4%, from $2.5B to $3.4B.
Across 5 reported observations, AUM increased 103.8% between September 23, 2022 and April 30, 2026, from $1.6B to $3.4B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 12 advisory representatives and 815 clients, or 67.9 clients per representative. That equates to $4.1M in reported AUM per client.
The profile lists 2 reported office locations and 7 years in operation. The source data was last updated on April 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Stokes Family Office LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Stokes Family Office LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DOUGLAS MATTHEW STOKES
PARTNER
- CRD
- #5974369
- Ownership
- Less than 5%
GREGORY JOHN STOKES
General Counsel, PARTNER
- CRD
- #5884268
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
DANIEL WAYNE BECKER
Managing Director and Wealth Advisor, Dallas
- CRD
- #6187447
Devin Caroline Brieske
Analyst
- CRD
- #7692547
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,351,688,868 | $1,348,226 |
| Non-Discretionary | $0 | -- |
| Total | $3,351,688,868 | $1,348,226 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Stokes Family Office LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Stokes Family Office LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing