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Stokes Capital Advisors

Stokes Capital Advisors is an investment advisor in Greenwood with $303.73M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
475459172
SEC advisor number
801-106810
FINRA CRD number
281278
AUM ?
$303.73M (as of 18 Feb 21)
Accounts
669 (as of 18 Feb 21)
Employees
2 (1 investment advisory or research)
Address
Stokes Capital Advisors
101 VENTURE COURT
GREENWOOD
SC 29649
Phone
8644509051

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 79 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$10.79M 76.23K 77.88K -2.1
$10.48M 37.16K 38.54K -3.6
$9.78M 109.39K 106.17K +3.0
$9M 109.26K 107.25K +1.9
Vanguard Specialized Funds
$8.47M 55.13K 53.95K +2.2
$8.18M 53.55K 52.92K +1.2
$7.26M 49.97K 49.69K +0.6
$7.14M 37.12K 36.35K +2.1
$6.82M 30.97K 31.23K -0.8
$6.76M 28.03K 27.47K +2.1
$6.68M 23.88K 23.83K +0.2
$6.66M 29.91K 29.33K +2.0
$6.53M 56.47K 55.08K +2.5
$6.48M 40.12K 39.17K +2.4
$6.39M 45.73K 45.44K +0.6
$6.16M 18.76K 18.74K +0.1
$6.09M 37.22K 35.58K +4.6
$6.07M 13.61K 13.6K 0
$6.02M 30.71K 28.58K +7.5
$5.92M 47.2K 46.26K +2.0
$5.74M 14.68K 14.44K +1.7
$5.69M 31.24K 30.84K +1.3
$5.66M 33.79K 33.19K +1.8
$5.61M 32.36K 31.72K +2.0
$5.39M 81.75K 81.9K -0.2
$5.38M 16.81K 17.06K -1.5
$5.25M 11.68K 11.71K -0.2
$5.22M 99.43K 99.09K +0.3
$5.2M 15.08K 14.26K +5.8
$5.13M 22.44K 21.47K +4.5
$5.07M 10.45K 10.04K +4.1
$4.89M 32.54K 32.48K +0.2
$4.75M 31.34K 32K -2.0
$4.74M 182.57K 167.96K +8.7
$4.73M 22.69K 22.75K -0.3
$4.72M 84.36K 82.94K +1.7
$4.58M 21.57K 20.03K +7.7
$4.3M 11.94K 9.93K +20.3
$4.22M 98.07K 97.54K +0.6
$4.18M 53.18K 52.57K +1.2
$4.07M 37.23K 35.92K +3.7
$4.05M 4.83K 4.56K +5.8
$3.73M 49.59K 50.37K -1.5
$3.63M 216.93K 196.32K +10.5
$3.03M 9.94K 10.65K -6.7
$2.93M 11.13K NEW
$2.65M 47.07K 44.57K +5.6
$2.05M 32.67K 32.8K -0.4
$2.04M 20.58K 20.48K +0.5
$2.02M 134.24K 133.84K +0.3
Holdings list only includes long positions. Only includes long positions.

Calendar

7 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings