Our Approach

Stokes Capital Advisors, LLC is a Registered Investment Advisor based in Greenwood County, South Carolina. We provide fee based investment counsel to individuals, corporations and non-profit organizations. We are an independent, employee owned investment advisory firm dedicated to helping investors plan and invest for a secure financial future.

We recognize that every client is unique and may require a different approach to achieve the financial goals important to you.  Our firm is dedicated to providing solutions for private clients that make financial dreams a reality.  Simply put, we strive to be our client’s trusted financial advisor.  It starts with a conversation…..join us.

Our Services

 

Investment Management

Our investment advisory service follows a strict investment discipline while portfolio construction remains highly client centric and focused on meeting the individual needs of our clients. Our approach balances the discipline of the investment process with individual client needs to arrive at an...
 

Dividend Growth Investing

At the core of our portfolio construction process is a carefully selected group of common stocks that have consistently increased their dividends over a long period of time. Historically, dividends have accounted for a significant portion of total return. In addition, research confirms that...
 

Tax Efficient Investing

One of the major detractors of investment performance for private clients can be taxes. Portfolios comprised of individual securities, tax efficient exchange traded funds, municipal bonds and master limited partnerships are among a few ways we assist private clients in keeping more of what they earn...
 

Financial Planning

A successful investment experience starts with a carefully crafted financial plan. Solutions may include retirement, tax, college savings, wealth transfer, and asset allocation. Our approach to financial planning starts with gaining a clear understanding of your financial goals. This is best...

Our Team

Managing Director

Mr. Stokes is primarily responsible for the firm’s investment strategy and portfolio construction. Mr. Stokes has over...

Client Services

Cindy is primarily responsible for client services and performs various administrative duties for the firm. She is a...

Operations Director

Lynda is responsible for the day to day operations for the firm. In addition, she performs various administrative duties...

Dedicated to helping investors plan and invest for a secure financial future.

Contact us today

Latest Blog Post

Market Commentary June 30, 2024

by Taylor Stokes on
Global equity markets added to their already impressive gains for the year with the S&P 500 recording 35 record highs. Better than expected earnings from the technology sector (specifically the magnificent seven (MAG7), steady economic growth, healthy labor market trends and a downward trajectory in inflation all contributed to the record gains.

Market Commentary March 31, 2024

by Taylor Stokes on
U.S. equities established new record highs into the new year with the S&P 500 recoding a 10.6% gain, the best Q1 since 2019.