ANTONIO STOKES ADVISORS

Overview

Antonio Stokes Advisors operates as an independent registered investment adviser run by Antonio Stokes. The firm focuses on individuals and families, providing financial planning, portfolio management for individuals and small businesses, and pension consulting. It also conducts insurance brokerage and other financial product sales, and charges clients via a mix of percentage-of-AUM, hourly and fixed-fee arrangements. Investment activity is tilted toward equities, with a clear preference for exchange-traded instruments as the primary vehicle for implementing client exposure. The adviser does not position itself as a capital allocator running its own third‑party fund platform; instead it blends traditional mutual funds and exchange-traded strategies with targeted alternative exposures. The practice appears geared toward hands-on advice for smaller, relationship-driven client households rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices