SourcingSourcing

STOKES CAPITAL ADVISORS, LLC

B52
CRD 281278·SEC 801-106810·GREENWOOD, SC
AUM
$499.4M
$100M-$500M
Est. Revenue
$5.0M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$12.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STOKES CAPITAL ADVISORS, LLC
CRD
281278
SEC file #
801-106810
EIN
475459172
DBA names
—

Economics

AUM
$499.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$205.3M → $499.4M▲ +143%
Client mix
Individuals Other167
Individuals High Net Worth110
Corporations7
Charitable Organizations5

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
GREENWOOD SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
02/18/2026
ADV-W filed at
—
Website
stokescapitaladvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STOKES, TAYLOR, TENISON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
STOKES, TAYLOR, TENISON
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
STOKESCAPITALADVISORS.COM
Rdap Domain Creation Date
2015-09-15T17:45:36Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001734460
Edgar Registered
Yes
Edgar Filing Count
37
Edgar First Filing Date
2018-04-05
Edgar Last Filing Date
2026-04-24
Edgar 13f Count
35
Edgar 13f Latest AUM Estimate
Filing Date2026-04-24
Accession0001734460-26-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1916
Soi Zip Pct 200k Plus
0.0454
Soi Zip Returns 200k Plus
550
Soi Zip Total AGI
815,090
Fdic Zip Total Deposits
7,434,127,000
Fdic Zip Branch Count
142
Fdic Zip Top Banks
Wells Fargo Bank, National Association
United Community Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
101 VENTURE COURTGREENWOOD, SC 29649
Business
101 VENTURE COURTGREENWOOD, SC 29649
Edgar EIN
475459172
Edgar Recent Filings
13F-HR/A2026-04-24 · 0001734460-26-000003
13F-HR2026-04-21 · 0001734460-26-000002
Fdic Zip Branches Raw
NationsBank, National AssociationGreenwood, SC
NationsBank, National AssociationGreenwood, SC
Fdic Zip HHI
1133.39
Fdic Zip Top Bank Share Pct
20.2
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-15T17:45:36Z
Rdap Domain Last Changed
2025-09-16T18:22:20Z
Rdap Nameservers
Ns35.domaincontrol.comNs36.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI46,691
Returns3,630
Stub 2
AGI119,591
Returns3,270
Stub 3
AGI111,023
Returns1,810
Soi Zip Total Business Income
23,359
Soi Zip Total Cap Gains
28,534
Soi Zip Total Dividends
14,811
Soi Zip Total Returns
12,110
Top Owner CRD
2673426
Trust Company Affiliate
No

People (1)

1
STOKES, TAYLOR, TENISON
IAR · Direct Owner · 87.5%
2673426