Data / Investment advisers / South Carolina / Stokes Capital Advisors, LLC
Stokes Capital Advisors, LLC, Greenwood, SC: $499 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Stokes Capital Advisors, LLC is an SEC registered investment adviser with its main office in Greenwood, South Carolina and reports $499 million in regulatory assets under management in its Form ADV filed February 18, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
The request: Watch Stokes Capital Advisors, LLC (CRD number 281278): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 281278
- SEC file number
- 801-106810
- SEC status
- Approved, effective November 2, 2015
- Main office
- 101 Venture Court, Greenwood, SC 29649
- Phone
- (864) 450-9051
- Website
- stokescapitaladvisors.com
- Regulatory AUM
- $499,428,850 in the Form ADV filed February 18, 2026
- Discretionary AUM
- $499,428,850
- Accounts
- 750
- Employees
- 2, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 110 | $388.7 million |
| Individuals (other than high net worth individuals) | 167 | $65.8 million |
| Charitable organizations | 5 | $30.3 million |
| Corporations or other businesses | 7 | $14.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $499.4 million | February 18, 2026 |
| December 1, 2025 | $469.6 million | January 29, 2025 |
Other advisers in South Carolina
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Headland Capital | Mt. Pleasant | $559.3 million | Not listed | adviserinfo.sec.gov |
| Global View Investment Advisors, LLC | Greenville | $553.8 million | Not listed | adviserinfo.sec.gov |
| Dividend Assets Capital, LLC | Ridgeland | $540.8 million | Not listed | adviserinfo.sec.gov |
| Morris Financial Concepts, Inc. | Mount Pleasant | $538.4 million | Not listed | adviserinfo.sec.gov |
| Wealth Intelligently Navigated, LLC | Greer | $532.9 million | Not listed | adviserinfo.sec.gov |
| Jackson Financial Services, LLC | Mt. Pleasant | $498.1 million | Not listed | adviserinfo.sec.gov |
| Fusion Capital, LLC | Mt. Pleasant | $492.3 million | Not listed | adviserinfo.sec.gov |
| Objectivity Squared Wealth Management | Charleston | $487.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in South Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Stokes Capital Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.