Stokes Capital Advisors, LLC

Overview

Stokes Capital Advisors, LLC is a registered investment advisory firm based in Greenwood County, South Carolina, offering fee-based investment counsel to individuals, corporations, and non-profit organizations. Their services include investment management, dividend growth investing, tax-efficient investing, and financial planning. The firm emphasizes a client-centric approach, recognizing that each client has unique financial goals and requires tailored solutions. They strive to be their clients' trusted financial advisor, focusing on long-term investment results and providing unbiased opinions. The firm's investment philosophy combines a disciplined investment process with strategic asset allocation, balancing fundamental security selection with individual client needs. They prioritize dividend growth investing, constructing portfolios with carefully selected common stocks that have consistently increased their dividends over time. To enhance tax efficiency, Stokes Capital Advisors utilizes individual securities, tax-efficient exchange-traded funds, municipal bonds, and master limited partnerships, assisting clients in retaining more of their earnings. Stokes Capital Advisors is dedicated to professionally supporting, educating, and providing informed direction to each client with the highest levels of trust, integrity, and respect. They collaborate using a team approach to deliver personalized financial solutions, aiming to make clients' financial dreams a reality. The firm is committed to helping investors plan and invest for a secure financial future, recognizing the unique needs of each client and tailoring their approach accordingly.

Investment Focus

• Minimum annual fee of $2,000 for Comprehensive Portfolio Management service
• Investment amounts typically range from $1,000,000 to $50,000,000

Portfolio Companies