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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-13-2019
- Office Locations
- 3
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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
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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 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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