Stokes Family Office
Stokes Family Office is a New Orleans-based, SEC-registered investment adviser offering wealth management, financial planning, tax and estate planning, and retirement plan consulting to high-net-worth families, business owners, foundations, and corporate plan trustees, with $3B+ AUM.
- Company typePrivate
- Founded2019
- HeadquartersNew Orleans, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Stokes Family Office does
Stokes Family Office is a privately-held, SEC-registered investment adviser headquartered in New Orleans, Louisiana, that provides wealth management, financial planning, portfolio construction, tax and estate planning, and partner coordination services to high-net-worth families, business owners, foundations, and corporate retirement plan trustees. The firm operates under a fiduciary, fee-based model with a $1 million minimum investment threshold (waivable in certain cases) and serves more than 100 families and businesses, with assets under management/advisement exceeding $3 billion as of December 31, 2023. The current entity, Stokes Family Office, LLC, was established in 2019 as a spin-off from a predecessor registered investment advisory firm co-founded by David Stokes in 1987, giving the practice 35+ years of continuous operating history in the New Orleans market. The firm is 100% family-owned, with David Stokes as Founder and Douglas Stokes and Gregory Stokes as Managing Partners.
The firm delivers services through a direct-to-client, relationship-based model with 24/7 access to firm owners and a stated emphasis on multi-generational client relationships. Core service lines include personalized and evidence-based investment portfolio construction, tax and estate planning, charitable giving strategies, and coordination with clients' external CPAs and attorneys. A dedicated sub-brand, Stokes Institutional, serves as a fiduciary advisor to corporate 401k retirement plans, providing plan design, investment lineup construction, and cost benchmarking. The firm describes its technology stack as a "modern technology platform," but no proprietary technology products, APIs, or AI-driven features are publicly disclosed; the offering is fundamentally a high-touch advisory service rather than a technology product.
Revenue is generated primarily through fee-based wealth management services charged on assets under management or advisement, supplemented by professional services revenue from the Stokes Institutional retirement plan consulting division. The go-to-market motion is direct sales targeting high-net-worth families, corporations, foundations, and retirement plan trustees, with geographic concentration in Louisiana, Texas, Mississippi, Florida, and Montana and nationwide reach. Distribution is amplified by a content marketing engine consisting of a regularly published insights/blog, a weekly podcast ("Lagniappe"), LinkedIn presence, and consistent recognition on the Forbes Top RIA list (2022–2025), Financial Advisor Magazine's Top RIA list, NAPA Top DC Advisor Team, and Newsweek's Top Financial Advisory Firms 2026.
Stokes Family Office firmographics
Firmographics- Name
- Stokes Family Office
- Legal name
- Stokes Family Office, LLC
- Website
- https://stokesfamilyoffice.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Stokes Family Office is a New Orleans-based, SEC-registered investment adviser offering wealth management, financial planning, tax and estate planning, and retirement plan consulting to high-net-worth families, business owners, foundations, and corporate plan trustees, with $3B+ AUM.
- Ownership category
- akta.pro rank
Stokes Family Office industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)
- akta.pro secondary industries
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Philanthropy, Foundations & Grantmaking Advisory (FSAAADAG), Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)
Keywords
Where Stokes Family Office is headquartered
LocationHeadquarters
- HQ city
- New Orleans
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Stokes Family Office business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- Wealth Management / Advisory Fees: Fee-based wealth management services charged on assets under management or advisement. The firm services high-net-worth families with $1 million minimum investment requirements.
- Retirement Plan Consulting: Fiduciary advisory services for corporate retirement plans (401k plans) through Stokes Institutional division, helping plan sponsors create best-in-class retirement offerings.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Standard Client Minimum |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Stokes Family Office product offering
Product offeringCore offering
Stokes Family Office is a fiduciary wealth management practice delivering investment management, personalized financial planning, portfolio construction, and tax and estate planning coordination for high-net-worth families and institutions. Through its Stokes Institutional division, the firm also provides fiduciary advisory services to trustees of corporate retirement plans (401ks), helping plan sponsors design investment lineups and benchmark plan costs.
Product overview
Stokes Family Office is a wealth management practice offering a unified suite of services centered on family wealth management. The core offering includes financial planning, portfolio construction, tax and estate planning, and partner coordination, all delivered through a client-first fiduciary approach. The firm operates through its main brand for high-net-worth families and through its Stokes Institutional sub-brand for corporate retirement plan services. The Lagniappe Podcast serves as an educational and engagement tool for clients and prospects. All services are integrated around the core principle of serving clients rather than selling products.
Differentiator
Problem solved
Functional benefit
Brands
- Stokes Institutional: A division of Stokes Family Office serving as a fiduciary advisor to corporate retirement plans (401ks, etc.) helping trustees develop, manage, and oversee investment options for employees.
Products and services
- Wealth Management Services Core family office wealth management practice combining investment management, financial planning, tax and estate planning, and partner coordination with clients' CPAs and attorneys, delivered under a fiduciary standard for high-net-worth families and institutions.
- Financial Planning Personalized financial planning service focused on solving the complex issues created by significant wealth, including multi-generational planning and proactive guidance.
- Portfolio Construction Personalized, agile, and evidence-based investment portfolio construction tailored to each client's return objectives, risk tolerance, and liquidity needs.
- Tax & Estate Planning Tax-efficient investing and estate planning strategies aimed at enhancing returns, reducing risk and taxes, and protecting client estates, coordinated with clients' CPAs and attorneys.
- Partner Coordination Service coordinating with clients' CPAs and attorneys to develop and implement comprehensive wealth strategies across investment, tax, and estate matters.
- Stokes Institutional Retirement Plan Services Fiduciary advisory services for trustees of corporate retirement plans (401ks), including recordkeeper selection, plan design strategy, investment lineup construction, and benchmarking plan costs against peers.
- Charitable Giving Strategies Charitable giving strategies and solutions that integrate philanthropy into clients' broader wealth management plans.
Quantifiable outcome
- Exceeds $3 Billion in Assets Under Management/Advisement
- +2 more outcomes
Companies that use Stokes Family Office
Customer profileSegments4 records
Ideal customer profiles4 records
Stokes Family Office technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Stokes Family Office partnerships and signals
Strategic signalScale indicators6 records
Recent moves7 records
Expansion highlights5 records
Stokes Family Office competitors and assessment
Company assessmentBroad incumbents
- Northern Trust Wealth Management: Large incumbent wealth manager serving HNW families, foundations, and institutions with investment, trust, and banking services — broader portfolio but overlapping HNW family-office capabilities.
- Brown Brothers Harriman (Wealth Management): Long-standing private bank and wealth manager serving HNW families and foundations with investment management and trust services — broader institutional context but overlapping family-office services.
Regional players
- Argent Financial Group: Independent, employee-owned RIA and trust company serving HNW families and institutions across the U.S. Southeast — comparable regional, independent fiduciary model to Stokes' Gulf South focus.
Direct peers
- Mariner Wealth Advisors: National RIA offering comprehensive wealth planning, investment management, tax, and estate services to HNW clients — similar service breadth with a much larger national footprint.
- Bessemer Trust: Single-family-office-style multifamily office serving HNW and ultra-HNW families with investment management, estate planning, and family-office services — directly comparable business model and client profile to Stokes Family Office.
- Whittier Trust: Privately held, family-founded multi-family office providing investment management, trust administration, and wealth planning — similar ownership structure and HNW family focus to Stokes.
- Pitcairn: Multi-family office founded by a single family, serving HNW households with investment advisory, trust, and family-office services — closely aligned single-to-multi-family office model.
- Glenmede: Independent, employee-owned investment and wealth management firm serving HNW families, foundations, and endowments — comparable independent fiduciary RIA profile to Stokes.
- Cresset: Multi-family office providing wealth management, tax, estate, and lifestyle services to HNW entrepreneurs and families — directly comparable integrated family-office offering.
- Tiedemann Advisors: Independent, conflict-free RIA and multi-family office serving HNW families, foundations, and endowments — closely matches Stokes' independent fiduciary positioning.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Stokes Family Office social profiles
Digital presenceStokes Family Office financial estimates
Financial estimateRevenue estimate
Valuation estimate
Stokes Family Office leadership team
Management profileNumber of profiles
Profiles5 records
Stokes Family Office funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Stokes Family Office M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Stokes Family Office
What does Stokes Family Office do?
Stokes Family Office is a fiduciary wealth management practice delivering investment management, personalized financial planning, portfolio construction, and tax and estate planning coordination for high-net-worth families and institutions. Through its Stokes Institutional division, the firm also provides fiduciary advisory services to trustees of corporate retirement plans (401ks), helping plan sponsors design investment lineups and benchmark plan costs.
Is Stokes Family Office a public or private company?
Stokes Family Office is a private company. It is classified as family owned and is currently operating.
When was Stokes Family Office founded?
Stokes Family Office was founded in 2019. It employs 1 to 10 people.
Where is Stokes Family Office based?
Stokes Family Office is headquartered in New Orleans, United States, in the North America region.
How does Stokes Family Office make money?
Two revenue lines are on record. Wealth Management / Advisory Fees are the primary driver. The others are retirement Plan Consulting.
Who are Stokes Family Office's main competitors?
Broad incumbents on record are Northern Trust Wealth Management and Brown Brothers Harriman (Wealth Management). Argent Financial Group is listed as a regional player. Direct peers are Mariner Wealth Advisors, Bessemer Trust, Whittier Trust, Pitcairn, Glenmede, Cresset and Tiedemann Advisors.
Does Stokes Family Office have an API?
No public API is recorded for Stokes Family Office.
What industry is Stokes Family Office in?
Stokes Family Office's product category is Wealth Management. Its primary akta.pro industry code is FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO), with a secondary code of FSAEAAAI, Family Office Advisory (Single/Multi-Family). Its NAICS code is 523940 and its SIC code is 6282.