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STOKES FAMILY OFFICE LLC

NEW ORLEANS, LA · CRD 300899 · IAPD ↗ · stokesfamilyoffice.com · (504) 399-4100

$3.35BRegulatory AUM
12Advisory reps
14Employees
20Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — STOKES FAMILY OFFICE LLC reported RAUM up 35% ($2.48B -> $3.35B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2026 — STOKES FAMILY OFFICE LLC grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2025 — STOKES FAMILY OFFICE LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2025 — STOKES FAMILY OFFICE LLC reported RAUM up 32% ($1.87B -> $2.48B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
78
April 2025 — STOKES FAMILY OFFICE LLC reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.