Douglas
Stokes

Stokes Family Office LLC

CRD#5974369
Investment Advisor
in New Orleans, LA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Douglas Stokes is a chartered financial analyst operating in New Orleans, Louisiana, with a total of 4 years of industry experience. Stokes is an advisor for Stokes Family Office LLC. Their career trajectory has included roles at Cetera Advisor Networks LLC, Stokes & Hubbell Capital Management LLC, Purshe Kaplan Sterling Investments, Stokes And Hubbell Capital Management, Inc, Alvarez & Marsal Public Sector Services, Stokes Asset Management, LLC, Stokes Opportunity Fund I Gp, LLC, Dave Greg Doug, L.L.C, Douglas M. Stokes, L.L.C and Stokes Family Office LLC. Stokes has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Louisiana and Texas. Stokes Family Office LLC is an advisory business based out of New Orleans, LA. The firm has a total of eight employees. It manages $2 billion in assets under management across its 1,820 customer accounts, placing it among the largest firms in the nation by assets under management. Of its 1,820 accounts, 36% belong to high-net-worth investors who have at least $1 million in assets available to invest. Stokes Family Office LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management usually vary depending on which services are offered. However, fee types charged by Stokes Family Office LLC likely are comprised of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

1100 Poydras St Ste. 2775
New Orleans, LA 70163

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Stokes Family Office LLC Brokerage Details

Total Assets Under Management

$1,556,312,226

LA Average: $486,181,852
Total Number of Employees

8

LA Average: 13
Total Number of Accounts

1,820

LA Average: 722
Average Account Size

$855,117

LA Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Douglas Stokes Work History

Douglas has been registered as a financial advisor for 4 years.*

2022 - Present (2 years)

Stokes Asset Management, LLC

2022 - Present (2 years)

Stokes Opportunity Fund I Gp, LLC

2021 - Present (3 years)

Dave Greg Doug, L.L.C

2020 - Present (4 years)

Douglas M. Stokes, L.L.C

2019 - Present (5 years)

Stokes Family Office LLC

2014 - 2019 (5 years)

Stokes & Hubbell Capital Management LLC

2014 - 2018 (4 years)

Purshe Kaplan Sterling Investments

2013 - 2014 (1 year)

Cetera Advisor Networks LLC

2013 - 2014 (1 year)

Alvarez & Marsal Public Sector Services

2011 - 2014 (3 years)

Stokes And Hubbell Capital Management, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Douglas Stokes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stokes Family Office LLC

Gregory Stokes
New Orleans, LA
Aimee Charrier
New Orleans, LA
Patrick Mckay
New Orleans, LA
Douglas Stokes
New Orleans, LA
Devin Brieske
New Orleans, LA
Charles Tiblier
New Orleans, LA
Thomas Greuling
New Orleans, LA
David Stokes
New Orleans, LA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started