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Taylor Tenison Stokes

STOKES CAPITAL ADVISORS, LLC·GREENWOOD, South Carolina
Clean recordSTOKES CAPITAL ADVISORS, LLC
101 VENTURE COURT, GREENWOOD, SC 29649CRD# 2673426Firm CRD# 281278

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Taylor Tenison Stokes · GREENWOOD, SC
Registration
CRD #2673426 · STOKES CAPITAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Taylor Tenison Stokes is a registered financial advisor based in GREENWOOD, South Carolina, affiliated with STOKES CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STOKES CAPITAL ADVISORS, LLC
STOKES CAPITAL ADVISORS, LLC
AUM
$409M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at STOKES CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2673426
Firm CRD# 281278
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Taylor Tenison Stokes offer?
Taylor Tenison Stokes specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GREENWOOD, South Carolina for a consultation.
What are Taylor Tenison Stokes's credentials?
Taylor Tenison Stokes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Taylor Tenison Stokes located?
Taylor Tenison Stokes is based in GREENWOOD, South Carolina, working with STOKES CAPITAL ADVISORS, LLC. Their office serves clients in the GREENWOOD metropolitan area and surrounding communities.
How does Taylor Tenison Stokes charge for services?
Taylor Tenison Stokes's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STOKES CAPITAL ADVISORS, LLC?
STOKES CAPITAL ADVISORS, LLC has approximately 2 employees and manages $409M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)MT. PLEASANT (22)ROCK HILL (14)RIDGELAND (12)SPARTANBURG (10)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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