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Stokes Family Office Surpasses $3 Billion in Assets Under Management

Stokes Family Office, a notable registered investment advisor based in New Orleans, has announced impressive growth, now managing approximately $3.35 billion in assets under management (AUM) as of December 31, 2025. This milestone underscores the firm's consistent and disciplined growth trajectory over the years. Additionally, the firm is responsible for advising an extra $245 million in retirement plan assets in accordance with ERISA Section 3(21).

The firm, which has its roots dating back to 1987 when founded by David Stokes, prides itself on a client-first philosophy. Greg Stokes, the Managing Partner noted, "When our dad founded what became Stokes Family Office in 1987, the idea was simple – put clients first and build relationships that last. Our growth has been a result of focusing on our clients, maintaining independence, and fostering long-term relationships."

To further its mission and service footprint, Stokes Family Office recently opened a new location in Dallas. Under the leadership of Daniel Becker, this office aims to enhance institutional retirement plan advisory services across the region, reflecting the growing demand for independent fiduciary guidance among plan sponsors. "Plan sponsors are more focused than ever on governance, oversight, and fiduciary processes," said Patrick McKay, Head of Retirement Plan Services. This highlights the firm's commitment to delivering a high level of accountability and service within the advisory arena.

In response to its growing client base and service demands, Stokes Family Office is also in the process of developing a flagship headquarters located at 1600 Magazine Street in New Orleans, with plans to unveil it in 2027. This substantial project not only represents a significant long-term investment in client service capabilities but also emphasizes Stokes Family Office’s longstanding commitment to the city of New Orleans, which has been its home for decades.

With its extensive experience, Stokes Family Office provides wealth management and retirement advisory services to a diverse clientele, including high-net-worth individuals and families, as well as institutions. The firm has made significant strides in the financial advisory landscape, continuously seeking to enhance its offerings and adapt to the evolving needs of its clients.

As Stokes Family Office approaches its 40th anniversary, the achievements and developments underscore its evolution as one of Louisiana's largest registered investment advisors. For further information about their services or inquiries, clients and interested parties can reach out via their media contact, Charles Tiblier, at 504-399-4100.

About Stokes Family Office: Stokes Family Office is an SEC-registered investment adviser headquartered in New Orleans, established after separating from Stokes and Hubbell Capital Management in 2019. It operates under the leadership of Greg and Doug Stokes, aiming to provide comprehensive investment advisory services while remaining committed to client-centric principles.