Stokes Capital Advisors is an investment advisor in Greenwood with $382.86 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
475459172
SEC advisor number
801-106810
FINRA CRD number
281278
AUM ?
$409.09 mm
(as of 24 Jan 24)
Accounts
761
(as of 24 Jan 24)
Employees
2
(1 investment advisory or research)
Address
Stokes Capital Advisors
101 VENTURE COURT
GREENWOOD
SC 29649
101 VENTURE COURT
GREENWOOD
SC 29649
Phone
8644509051
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22