# Stokes Capital Advisors, LLC
Source: https://planprovider.pro/provider/stokes-capital-advisors-llc

> Stokes Capital Advisors, LLC is a Registered Investment Advisor based in Greenwood, South Carolina, committed to helping investors plan and invest for a secu…

Retirement Plan Advisor

Greenwood, SC

## About Stokes Capital Advisors, LLC

Stokes Capital Advisors, LLC is a Registered Investment Advisor based in Greenwood, South Carolina, committed to helping investors plan and invest for a secure financial future. As an independent, employee-owned firm, they provide fee-based investment counsel to individuals, corporations, and non-profit organizations. Their services include dividend growth investing, financial planning, investment management, and tax-efficient investing strategies, utilizing a blend of fundamental security selection and strategic asset allocation. Stokes Capital Advisors focuses on creating personalized solutions to help clients achieve their financial goals, striving to be a trusted financial advisor through a client-centric approach. They offer expertise in areas such as retirement, tax, college savings, wealth transfer, and asset allocation, aiming to make financial dreams a reality. Their investment advisory service adheres to a strict discipline while prioritizing individual client needs in portfolio construction. They also emphasize tax-efficient strategies using individual securities, ETFs, municipal bonds, and master limited partnerships to help clients retain more of their earnings.

Website: [https://www.stokescapitaladvisors.com/](https://www.stokescapitaladvisors.com/)

Founded: 2015

## Office Locations

- Greenwood, SC (Headquarters)

## Services Offered

- 3(21) Investment Advisor

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $469.6M

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