Stokes Capital Advisors, LLC

Stokes Capital Advisors provides comprehensive portfolio management and investment consulting to individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, and business entities. Services include discretionary asset management, financial planning and the use of third-party money managers to implement portions of client portfolios when appropriate.

The firm’s investment process emphasizes dividend-growth equity selection, starting with a quantitative screen for companies that have consistently increased dividends, meet a market-capitalization threshold and show strong cash-flow and margin characteristics, followed by qualitative and valuation analysis to construct model portfolios of roughly 35–45 holdings with stated position, industry and sector limits. For private clients it combines these core equity selections with a strategic asset-allocation framework that can include developed foreign equities, small- and mid-cap securities, MLPs, real estate securities and emerging-market equities, and it conducts at least quarterly account reviews.

Stokes manages about $499 million across 277 client relationships, producing an unusually high level of assets and client count per advisor compared with peers, and typically manages accounts on a discretionary basis with custody and execution through Charles Schwab. Operationally, the firm makes use of Schwab-provided research and services, engages proxy-voting support from Glass Lewis, follows SEC guidance for standing letters of instruction on third-party transfers, and may retain sub-advisors—features that distinguish its operational model from many similarly sized advisory practices.