Stokes Family Office LLC

Overview

Stokes Family Office LLC is an SEC registered investment adviser based in New Orleans, LA, registered since 2019. It reports $3.4B in assets under management across 2,486 accounts, with 14 employees. It has 12 investment adviser representatives.

Reported AUM

$3.4B

Discretionary

100%

Accounts

2,486

Average account

$1.3M

Employees

14

Advisory reps

12

Registered since

2019

Jurisdictions

11

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 3

• Charles Michael Tiblier II Chief Compliance Officer CRD 7009292
• Douglas Matthew Stokes Partner, Member CRD 5974369
• Gregory John Stokes Partner, Member, General Counsel CRD 5884268

Advisory reps 3 of 12

• Daniel Wayne Becker Insurance Agent · Investment Adviser Rep CRD 6187447
• Devin Caroline Brieske Investment Adviser Rep CRD 7692547
• George Williams Calhoun Investment Adviser Rep CRD 7125489

9 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1100 Poydras St Ste 2775
New Orleans, LA 70163

County

Orleans

Metro area

New Orleans-Metairie, LA

Region

South

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: stokesfamilyoffice.com

Every state, with registration dates

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