A complete list of active advisors currently associated with Stokes Family Office LLC

Warmer can help you find a great advisor at Stokes Family Office LLC or one who fits your needs even better.

Stokes Family Office serves high‑net‑worth individuals, families, senior executives, closely held business owners, trusts, estates and retirement plans, providing wealth management, family office services, and retirement plan consulting. The firm oversees roughly $3.35 billion in discretionary assets across about 724 client relationships and offers investment management, financial planning, consolidated reporting, and private placement advisory to qualified investors. The firm’s investment approach is long‑term and asset‑allocation driven, with customized portfolio construction that may include mutual funds, ETFs, ETNs, separate account managers, options, interval funds and private placements; portfolios are managed on a discretionary or non‑discretionary basis and monitored continuously. Stokes Family Office also uses third‑party model providers and technology platforms (including model and execution support from BlackRock, Alpha Architect and Vise), and aggregates held‑away accounts for reporting while tailoring strategies to client risk tolerance and liquidity needs. What distinguishes Stokes Family Office is its combination of a family office platform and institutional retirement plan services, and its willingness to accept performance‑based fees in certain private placement advisory engagements for qualified clients—a practice that is uncommon among peers. The firm also operates alongside an affiliated insurance brokerage, uses third‑party alternative investment sourcing and class‑action claim services, and maintains custodial and vendor relationships (including transition support and non‑economic benefits from custodians and product platforms) that it discloses and monitors as potential conflicts of interest.

To learn more about the advisors currently working at Stokes Family Office LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Daniel Becker	New Orleans, LA	12
Devin Brieske	New Orleans, LA	3
George Calhoun	New Orleans, LA	2
Aimee Charrier	New Orleans, LA	17
Patrick Mckay	New Orleans, LA	15
Frederick Rau III	New Orleans, LA	5
Rachael Richard	New Orleans, LA	8
Eric Sorenson	New Orleans, LA	18
David Stokes	New Orleans, LA	42
Douglas Stokes	New Orleans, LA	14
Gregory Stokes	New Orleans, LA	13
Charles Tiblier II	New Orleans, LA	7
Hannah Tucker	New Orleans, LA	4

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