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

Taylor Tenison Stokes CFA

Managing Director

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

Cynthia J. Stokes

Client Services

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

Lynda J. Dowis

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

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Market Commentary - March 31, 2025

by Taylor Stokes on
Global equity markets started the new year on a positive note with the S&P 500 reaching an all-time closing high of 6,147 on February 19th. However, investors faded the rally in March as uncertainty surrounding trade policy and weakening broader economic data weighed on risk assets pushing the S&P 500 into correction territory to finish the quarter down -4.27%.
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Market Commentary December 31, 2024

by Taylor Stokes on
Happy New Year and welcome to 2025! Equities recorded a 25% gain for 2024 matching the 26% gain for 2023, the best back-to-back performance for the U.S. equity market since the 1999 tech fueled bull market. Like 2023, the U.S. equity market was dominated by just a handful of mega tech stocks, also known as the “MAG7”.