Stoken Asset Management LLC

Stoken Asset Management is a single-advisor independent investment adviser that provides discretionary portfolio management and investment supervisory services to individual and high-net-worth clients. The firm manages roughly $4.82 million for a very small client base (nine clients) and also may act as a subadviser to unaffiliated advisers, applying the same management process to those outsourced accounts.

Portfolios are implemented through a written Investment Policy Statement that documents each client’s goals, time horizon and risk tolerance, and the firm generally seeks discretionary authority to select and trade equities, bonds and ETFs. Stoken Asset Management combines fundamental analysis with technical/charting and cyclical methods and uses both long‑term and short‑term trading strategies, with regular portfolio monitoring tied to the IPS.

Compared with many peers, the firm’s business is concentrated: a solo adviser handles all account reviews and reporting is provided primarily by custodians rather than the firm itself, and the client mix appears focused on high‑net‑worth relationships rather than a broader individual retail client base. The firm also requires use of a specified broker‑dealer arrangement, recommends particular custodians (including Schwab and Interactive Brokers), and discloses the potential for subadvisory fee arrangements when managing outside advisers’ client accounts.