Stokes Family Office, LLC

Overview

Stokes Family Office is a family-owned wealth management practice based in New Orleans, Louisiana. Established in 1987, it serves high-net-worth families and institutions. Its advisory services include financial planning, portfolio management for individuals and institutions, pension consulting, and selecting other advisers. It also advises clients on investment, tax, and estate planning needs. The firm is registered with the SEC as an investment adviser and reported $3.4B in regulatory assets under management on its latest Form ADV. Its reported client types include individuals, high net worth individuals and pension plans.

Services

• Financial planning
• Portfolio management for individuals and institutions
• Pension consulting
• Selecting other advisers

Advisory services reported on Form ADV (Item 5.G)

• Financial planning
• Portfolio management (individuals/small business)
• Portfolio management (institutions)
• Pension consulting
• Selecting other advisers

Location

See more firms in Louisiana.

Sources and last checked

• Stokes Family Office, LLC website, stokesfamilyoffice.com, checked October 21, 2026
• SEC Investment Adviser Public Disclosure, Form ADV (CRD 300899), filed 04/30/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.