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

Market Commentary June 30, 2020

by Taylor Stokes on
Global equities rallied sharply during the quarter as policy makers coordinated an unprecedented level of monetary and fiscal stimulus in an effort to prevent the COVID-19 pandemic from morphing into a full blown financial crisis and potentially scaring the global economy for years to come.

Market Commentary March 31, 2020

by Taylor Stokes on

Investors suffered a global takedown of risk assets as a pandemic (COVID-19) originating in the Wuhan Province of China spread across the globe and essentially brought the global economy to an abrupt halt. Equities fell sharply across the board with the S&P 500 Index recorded a -20% drop, the worst...

Return of the Black Swan March 20, 2020

by Taylor Stokes on

Global equity markets finished the week on a sour note adding to already steep declines for the major averages around the world. The S&P 500 Index for the week shed more -15%, the sharpest weekly decline since October 2008 when the collapse of Lehman Brothers triggered an -18% decline for the index...