DFX Intelligence

Family Office Intelligence

A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.

Family office profile

Stokes Family Office LLC

New Orleans, LAOutsourced family office provideridentity confidence 90%stokesfamilyoffice.com

Why this class: Its own site calls it a wealth management practice serving 100+ families and businesses with $3 billion+ AUM, including retirement plan advisory, so it is not a single family office..

Verified Sep 13, 2026 (4 days ago)

Last observed Sep 14, 2026 · 98 observations · 6 sources

3 people · 0 investments · 276 public positions · 91 events

Identity

high

Data depth

high

Freshness

100

high

Active deployment

low

Direct investing

low

External managers

low

Private markets

low

Sponsor-friendly

low

Real estate

low

Co-investment

low

Contactability

elevated

Mandate confidence

low

Twelve separate dimensions, each 0 to 100 from listed components. There is no single family office score; the components are in the evidence section.

Overview

Profile completeness 59% (medium value, medium; the most valuable missing fact is direct investments)

identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness

Classification: Outsourced family office provider
Description: Stokes Family Office is a wealth management practice servicing the needs of high net worth families and institutions for more than 35 years. We understand the complexities created by significant wealth. As a fiduciary, we're here to serve, not to sell.
Headquarters: New Orleans, LA
Office address: 1100 POYDRAS ST, STE. 2775, New Orleans, LA, 70163
Business phone: (504) 399-4100
Website: stokesfamilyoffice.com
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. 13F disclosed value $969M. Regulatory AUM $3.4B. These are different facts and are never added together.
Regulatory AUM (Form ADV): $3.4B as of Apr 30, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration: RIA since May 13, 2019 · 14 employeesFact
Client mix (Form ADV 5.D): Individuals: 341 ($130M); Corporations: 15 ($189M); Pension plans: 50 ($526M); Charitable organizations: 6 ($151M); High net worth individuals: 383 ($2.4B)Fact
Form 13F: $969M across 276 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact

Classification history

Sep 13, 2026Outsourced family office provider 90%Its own site calls it a wealth management practice serving 100+ families and businesses with $3 billion+ AUM, including retirement plan advisory, so it is not a single family office.Factverifiedstokesfamilyoffice.com“Stokes Family Office is a wealth management practice servicing the needs of high net worth families and institutions for more than 35 years.”
Sep 12, 2026Single family office (confirmed) 85%its own press release describes it as a single family office (cited)Fact
Sep 12, 2026Single family office (confirmed) 85%its own press release describes it as a single family office (cited)Fact
Sep 12, 2026Multi-family office 75%registered adviser named as a family office serving many clients: a multi-family office by constructionInference

Family and wealth origin

Family served: Stokes family
Source of wealth: unknown
Operating company origin: unknown

Team

Person	Title	Responsibility	Business contact	Source
Douglas Matthew Stokes	Partner, Member	Leadership	email: doug@stokesfamilyoffice.com (verified by provider, Sep 12, 2026)	reports.adviserinfo.sec.gov Fact
Charles Tiblier	CCO	Operations and finance	phone: 504-399-4100 (published by the subject, May 12, 2026)	sec.gov Fact
Gregory John Stokes	Partner, Member, General Counsel Officer	Operations and finance	none on record	reports.adviserinfo.sec.gov Fact

Office contact points

Business phone: (504) 399-4100 (published by the subject) adviserinfo.sec.gov

Office address: 1100 POYDRAS ST, STE. 2775, New Orleans, LA, 70163 (published by the subject) adviserinfo.sec.gov

Office address: 1100 POYDRAS STREET, SUITE 2775, New Orleans, LA, 70163 (published by the subject) sec.gov

Website: stokesfamilyoffice.com (published by the subject) stokesfamilyoffice.com

Investment mandate

1 investments on the record; last deal 2026-04-29

Stated (their words, cited)

No cited statement of mandate on the record.

Observed (from the investment record)

States: none Fact
Control: unknown (1) Fact
Sectors: none Fact
Subsectors: none Fact
Co investors: none Fact
Asset classes: none Fact
Direct vs fund: Fund: 0 · Direct: 1 · Real estate: 0 Fact
Sponsors backed: none Fact
Investment count: 1 Fact
Investment kinds: direct investment (1) Fact
First and last deal: Last: 2026-04-29 · First: 2026-04-29 Fact
Lead vs participant: lead (1) Fact
Disclosed check sizes: Max: unknown · Min: unknown · Count: 0 Fact
amounts are only what a source disclosed; never backsolved from a round

Inferred (regulatory shape and team)

Public equity book: $969M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only

Invests directly: unknown
Allocates to managers: unknown
Asset classes: unknown
Sectors: unknown
Geography: unknown
Check size: unknown

Direct investments

No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.

Fund and manager relationships

No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.

Public stakes and holdings

Form 13F holdings

Top 40 positions of 276 for the quarter ended Mar 31, 2026; $643M shown of $969M reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$76.1M	354,083	7.9%
APPLE INC	COM	$49.5M	194,962	5.1%
ALPHABET INC	CAP STK CL C	$30.6M	106,631	3.2%
ISHARES TR	CORE UNIVRSL USD	$26.5M	574,741	2.7%
ISHARES TR	S&P 500 GRWT ETF	$26.4M	233,437	2.7%
ISHARES TR	S&P 500 VAL ETF	$25.6M	121,242	2.6%
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$24.8M	997,155	2.6%
BLACKROCK ETF TRUST	ISHARES US EQUIT	$22.0M	378,288	2.3%
ISHARES TR	CORE S&P TTL STK	$20.3M	142,304	2.1%
VANGUARD INDEX FDS	TOTAL STK MKT	$18.9M	58,889	1.9%
MICROSOFT CORP	COM	$17.0M	46,059	1.8%
JPMORGAN CHASE & CO	COM	$14.3M	48,478	1.5%
JOHNSON & JOHNSON	COM	$13.8M	56,297	1.4%
SPDR SERIES TRUST	STATE STREET SPD	$13.5M	602,665	1.4%
CHEVRON CORPORATION	COM	$12.9M	62,319	1.3%
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$12.9M	86,816	1.3%
ISHARES INC	EMNG MKTS EQT	$12.6M	208,302	1.3%
ISHARES TR	MSCI USA MMENTM	$11.9M	49,474	1.2%
EA SERIES TRUST	US QUAN MOMENTUM	$11.7M	171,033	1.2%
FIDELITY COVINGTON TRUST	ENHANCED INTL	$11.6M	310,721	1.2%
BLACKROCK ETF TRUST	ISHARES INTL CTR	$11.1M	344,971	1.1%
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$11.1M	23,146	1.1%
BLACKROCK ETF TRUST	ISHARES A I INNO	$11.1M	336,584	1.1%
EA SERIES TRUST	US QUAN VALUE	$11.0M	210,680	1.1%
ISHARES TR	CORE MSCI EAFE	$10.8M	119,175	1.1%
ISHARES TR	US TREAS BD ETF	$10.8M	469,700	1.1%
AMERICAN CENTY ETF TR	US SML CP VALU	$10.7M	96,802	1.1%
ISHARES TR	INTL EQTY FACTOR	$10.5M	270,110	1.1%
EA SERIES TRUST	ALPHA ARCH 1-3	$10.5M	90,178	1.1%
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$10.1M	210,172	1.0%
AMAZON COM INC	COM	$9.9M	47,486	1.0%
ALPHABET INC	CAP STK CL A	$9.0M	31,316	0.9%
BLACKROCK ETF TRUST	ISHARES US THEMA	$9.0M	248,512	0.9%
ISHARES TR	10-20 YR TRS ETF	$8.8M	87,416	0.9%
EA SERIES TRUST	FREEDOM 100 EM	$8.0M	146,583	0.8%
GLOBAL X FDS	DEFENSE TECH ETF	$8.0M	112,996	0.8%
VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.8M	13,083	0.8%
EXXON MOBIL CORP	COM	$7.5M	44,264	0.8%
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$7.4M	142,213	0.8%
PHILIP MORRIS INTL INC	COM	$7.0M	42,425	0.7%

Changes between the last two quarters

Mar 31, 2026 Stokes Family Office, LLC opened a $11,558,831 position in Fidelity Covington Trust (310,721 shares) sec.gov
Mar 31, 2026 Stokes Family Office, LLC reduced EA Series Trust 217,894 -> 146,583 shares ($11,171,430 -> $8,010,771) sec.gov
Mar 31, 2026 Stokes Family Office, LLC opened a $2,218,942 position in Forum Markets Inc (767,800 shares) sec.gov
Mar 31, 2026 Stokes Family Office, LLC reduced Ishares Tr 54,969 -> 9,164 shares ($18,852,880 -> $2,914,838) sec.gov
Mar 31, 2026 Stokes Family Office, LLC opened a $11,091,853 position in Blackrock Etf Trust (344,971 shares) sec.gov
Mar 31, 2026 Stokes Family Office, LLC reduced EA Series Trust 90,405 -> 63,530 shares ($3,446,246 -> $2,530,306) sec.gov
Mar 31, 2026 Stokes Family Office, LLC opened a $3,053,132 position in Price T Rowe Group Inc (33,871 shares) sec.gov
Mar 31, 2026 Stokes Family Office, LLC reduced Ishares Inc 321,316 -> 208,302 shares ($18,588,129 -> $12,587,667) sec.gov
Mar 31, 2026 Stokes Family Office, LLC reduced Ishares Tr 39,357 -> 11,263 shares ($3,789,249 -> $1,057,934) sec.gov
Mar 31, 2026 Stokes Family Office, LLC reduced Ishares Tr 47,247 -> 33,955 shares ($3,280,339 -> $2,241,033) sec.gov
Mar 31, 2026 Stokes Family Office, LLC reduced Schwab Strategic Tr 781,989 -> 137,847 shares ($18,799,023 -> $3,411,721) sec.gov
Mar 31, 2026 Stokes Family Office, LLC reduced Microsoft Corp 66,281 -> 46,059 shares ($32,054,623 -> $17,049,644) sec.gov
Mar 31, 2026 Stokes Family Office, LLC reduced Ishares Gold Tr 198,386 -> 80,024 shares ($8,528,614 -> $3,737,125) sec.gov
Mar 31, 2026 Stokes Family Office, LLC reduced Vanguard Mun Bd Fds 108,866 -> 70,792 shares ($5,474,863 -> $3,531,820) sec.gov
Mar 31, 2026 Stokes Family Office, LLC increased Global X Fds 88,623 -> 112,996 shares ($5,741,884 -> $8,004,616) sec.gov
Mar 31, 2026 Stokes Family Office, LLC increased Ishares Tr 99,238 -> 469,700 shares ($2,284,947 -> $10,760,816) sec.gov
Mar 31, 2026 Stokes Family Office, LLC increased Vanguard World Fd 39,624 -> 50,140 shares ($2,575,956 -> $3,256,593) sec.gov
Dec 31, 2025 Stokes Family Office, LLC reduced Ishares Tr 378,402 -> 279,707 shares ($13,588,427 -> $10,558,932) sec.gov
Dec 31, 2025 Stokes Family Office, LLC reduced Vanguard Index Fds 22,325 -> 10,727 shares ($10,707,418 -> $5,233,043) sec.gov
Dec 31, 2025 Stokes Family Office, LLC opened a $11,068,520 position in Blackrock Etf Trust (332,388 shares) sec.gov
Dec 31, 2025 Stokes Family Office, LLC reduced Vanguard Scottsdale Fds 105,315 -> 54,574 shares ($6,197,808 -> $3,205,144) sec.gov
Dec 31, 2025 Stokes Family Office, LLC increased ELI Lilly & Co 4,229 -> 5,653 shares ($3,226,479 -> $6,075,199) sec.gov
Dec 31, 2025 Stokes Family Office, LLC increased Eaton Corp Plc 8,033 -> 10,152 shares ($3,006,350 -> $3,233,514) sec.gov
Dec 31, 2025 Stokes Family Office, LLC increased Amgen Inc 4,036 -> 6,408 shares ($1,138,846 -> $2,097,464) sec.gov
Dec 31, 2025 Stokes Family Office, LLC reduced Spdr S&p 500 Etf Tr 4,812 -> 1,279 shares ($3,205,547 -> $872,176) sec.gov

Real estate

No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.

Co-investors

No co-investor on the record.

Independent sponsor relationships

No cited relationship to an independent sponsor.

Signals and timeline

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 4 events. 13F position changes are under Public stakes and holdings.

Sep 13, 2026Classification changedStokes Family Office LLC: CONFIRMED_SFO -> OUTSOURCED_FAMILY_OFFICE (Its own site calls it a wealth management practice serving 100+ families and businesses with $3 billion+ AUM, including retirement plan advisory, so it is not a single family office.)ClassificationFactstokesfamilyoffice.com
Sep 12, 2026Classification changedStokes Family Office LLC: CONFIRMED_MFO -> CONFIRMED_SFO (its own press release describes it as a single family office (cited))ClassificationFactno URL
Sep 11, 2026Office discoveredStokes Family Office LLC found on the SEC adviser roster (name)DiscoveryInferenceadviserinfo.sec.gov
Apr 29, 2026Office discoveredStokes Family Office Stokes Family Office named as a single family office on prnewswireDiscoveryFactprnewswire.com

Sources and evidence

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 98 shown.

Score components

Freshness

+100 days since the newest source-dated fact or analyst verification (3 days)

Contactability

+15 named decision-makers (Douglas Matthew Stokes (Partner, Member))

+10 verified business emails (1)

+20 verified business phones (2)

+10 office address

Data confidence

+10 website

+10 description

+10 people

+5 public holdings

+10 regulatory record

+20 independent sources (6 sources)

Active deployment

no components; scored 0

Exists confidence

+50 regulatory identifier (CIK, CRD or EIN)

+20 website

+30 independent sources (6 sources)

+30 analyst-verified

Research priority

+18 capital scale (largest of 13F, RAUM, AUM, foundation assets) ($3,351,688,868)

+0 rank (927)

Mandate confidence

no components; scored 0

Identity confidence

+90 classification (OUTSOURCED_FAMILY_OFFICE (Its own site calls it a wealth management practice serving 100+ families and businesses with $3 billion+ AUM, including retirement plan advisory, so it is not a single family office.))

Real estate propensity

no components; scored 0

Co investment propensity

no components; scored 0

Family identity confidence

+40 family named (Stokes family)

Private markets propensity

no components; scored 0

Current activity confidence

+25 filed a 13F for a recent quarter (the entity operates; not deployment)

+25 a source-dated fact within 12 months (3 days)

External manager propensity

no components; scored 0

Direct investment propensity

no components; scored 0

Independent sponsor propensity

no components; scored 0

Fact	Value	Effective	Source	Class
Form ADV firm type	RIA	Apr 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	Apr 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	Apr 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Latest Form ADV filing	2026-04-30	Apr 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	Stokes Family Office LLC \| Stokes Investment Partners, LLC \| Stokes Institutional	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Advisory services (Form ADV 5.G)	financial_planning,portfolio_management_individuals,portfolio_management_businesses_institutions,pension_consulting,selection_of_other_advisers	Apr 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV status	Approved	Apr 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
SEC status effective	2019-05-13	Apr 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	2	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Business phone	(504) 399-4100	Apr 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
High net worth clients	383	Apr 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Client mix (Form ADV 5.D)	{"individuals":{"clients":341,"raum_usd":130481069,"fewer_than_5":false},"corporations":{"clients":15,"raum_usd":189463730,"fewer_than_5":false},"pension_plans"	Apr 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Description	Stokes Family Office is a wealth management practice servicing the needs of high net worth families and institutions for more than 35 years. We understand the complexities created by significant wealth. As a fiduciary, we're here to serve, not to sell.	Sep 14, 2026	Family office and investment company websites (about, team, portfolio, news pages) stokesfamilyoffice.com	Fact
Description	Stokes Family Office is a wealth management practice servicing the needs of high net worth families and institutions for more than 35 years. We understand the complexities created by significant wealth. As a fiduciary, we're here to serve, not to sell.	Sep 12, 2026	Family office and investment company websites (about, team, portfolio, news pages) stokesfamilyoffice.com	Fact
Description	Stokes Family Office is a wealth management practice servicing the needs of high net worth families and institutions for more than 35 years. We understand the complexities created by significant wealth. As a fiduciary, we're here to serve, not to sell.	Sep 11, 2026	Family office and investment company websites (about, team, portfolio, news pages) stokesfamilyoffice.com	Fact
Edgar entity type	other	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov	Fact
Edgar forms	13F-HR,N-PX	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov	Fact
Employees	14	Apr 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Family served	Stokes family	n/a	DFX model output (classification rules, scores, mandates, matches) no URL	Inference
Filing address	1100 POYDRAS STREET, SUITE 2775, New Orleans, LA, 70163	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	1100 POYDRAS STREET, SUITE 2775, New Orleans, LA, 70163	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	1100 POYDRAS STREET, SUITE 2775, New Orleans, LA, 70163	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	1100 POYDRAS STREET, SUITE 2775, New Orleans, LA, 70163	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	1100 POYDRAS STREET, SUITE 2775, New Orleans, LA, 70163	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	1100 POYDRAS STREET, SUITE 2775, New Orleans, LA, 70163	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-03-31	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-12-31	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-09-30	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-06-30	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-03-31	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-12-31	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	276	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	310	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	265	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	234	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	234	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	244	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$969M	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.1B	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.1B	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$953M	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$890M	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$936M	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New Orleans, LA	Apr 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Headquarters	New Orleans, LA	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New Orleans, LA	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New Orleans, LA	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New Orleans, LA	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New Orleans, LA	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New Orleans, LA	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Legal form	Limited Liability Company	Apr 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
News read	news-fo-1	Sep 12, 2026	Family office and investment company websites (about, team, portfolio, news pages) stokesfamilyoffice.com	Fact
Office address	1100 POYDRAS ST, STE. 2775, New Orleans, LA, 70163	Apr 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office type (stated)	outsourced_family_office “Stokes Family Office is a wealth management practice servicing the needs of high net worth families and institutions for more than 35 years.”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) stokesfamilyoffice.com	Fact
Office type (stated)	single_family_office	Apr 29, 2026	PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com	Fact
Office type (stated)	single_family_office	Apr 29, 2026	PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com	Fact
Office type (stated)	single_family_office	Apr 29, 2026	PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com	Fact
Private funds advised	0	Apr 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private fund gross assets	$0	Apr 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Accounts (Form ADV)	2,486	Apr 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
HNW client assets (Form ADV)	$2.4B	Apr 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Regulatory AUM (Form ADV)	$3.4B	Apr 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Schedule a rows	3	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov	Fact
Site mentions	private_equity,real_estate	Sep 14, 2026	Family office and investment company websites (about, team, portfolio, news pages) stokesfamilyoffice.com	Fact
Site mentions	private_equity,real_estate	Sep 12, 2026	Family office and investment company websites (about, team, portfolio, news pages) stokesfamilyoffice.com	Fact
Site mentions	private_equity,real_estate	Sep 11, 2026	Family office and investment company websites (about, team, portfolio, news pages) stokesfamilyoffice.com	Fact
Website	stokesfamilyoffice.com “office website stokesfamilyoffice.com”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) stokesfamilyoffice.com	Fact
Website	stokesfamilyoffice.com	Apr 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Website read	site-fo-3	Sep 14, 2026	Family office and investment company websites (about, team, portfolio, news pages) stokesfamilyoffice.com	Fact
Website read	site-fo-3	Sep 12, 2026	Family office and investment company websites (about, team, portfolio, news pages) stokesfamilyoffice.com	Fact
Website title	Stokes Family Office	Sep 14, 2026	Family office and investment company websites (about, team, portfolio, news pages) stokesfamilyoffice.com	Fact
Website title	Stokes Family Office	Sep 12, 2026	Family office and investment company websites (about, team, portfolio, news pages) stokesfamilyoffice.com	Fact
Website title	Stokes Family Office	Sep 11, 2026	Family office and investment company websites (about, team, portfolio, news pages) stokesfamilyoffice.com	Fact