Antonio Stokes Advisors

Antonio Stokes Advisors provides asset management, financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities. Services include both discretionary and non‑discretionary portfolio management, comprehensive financial plans, and ERISA plan/401(k) consulting with 3(21) fiduciary support, alongside ancillary offerings related to insurance, mortgage placement and tax preparation.

The firm tailors investment programs using fundamental, technical, charting and cyclical analysis and may employ long‑term, short‑term and trading strategies, with portfolio monitoring and periodic reviews that consider rebalancing and tax‑loss harvesting. Much of the firm’s assets are managed on a non‑discretionary basis—requiring client approval for each trade—and advisory compensation is generally structured as a percentage of assets under management or agreed planning fees.

Noteworthy distinctions include the predominance of non‑discretionary AUM and an explicit focus on pension/ERISA plan services alongside the firm principal’s licensed activities in insurance, mortgage brokerage and tax preparation, which generate outside compensation. Those outside business activities and product sales are disclosed in the brochure and are addressed through the firm’s conflict‑management procedures, disclosures and code of ethics, with clients able to obtain products or services from other providers.