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...
 

Strategic Asset Allocation

The discipline of asset allocation is at the core of any portfolio management process as it should be given that the decision on how to allocate your investments is a major determinant of portfolio performance. Our approach to diversification is expanded beyond the basic allocation of stocks, bonds...
 

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 25...

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

Stokes Capital Commentary 2019 Q2

by Taylor Stokes on

Quarterly Market Review

U.S. equities reached record highs during the quarter with the S&P 500 posting an 18.5% gain for the six months ending June 30, the best first half for the S&P 500 since 1997. Investors cheered the prospects of easier monetary policy from the Federal Reserve and awaited...

The Case for Dividend Growth Investing

by Taylor Stokes on

This presentation is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Stokes Capital Advisors, LLC unless a client service agreement is in place. Please contact us at...

Stokes Capital Commentary 2019 Q1

by Stokes Capital Advisors, LLC on

Quartley Market Review 

 

In dramatic fashion, U.S. equities reversed course during the quarter with the S&P 500 index gaining 14.6% as the Federal Reserve signaled a more dovish tone on its plan for raising interest rates. Heading into Q4 2018, The Federal Reserve expressed a baseline plan to...