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Building 2STOKES CAPITAL ADVISORS, LLC

Map pinGREENWOOD, SC
Phone864-450-9051
NotebookSEC #801-106810
Total AUM
$499.4M
Employees
2
Clients
289

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 VENTURE COURT
GREENWOOD
SC 29649
United States
Operating Hours
8:00 AM-5:00PM
Monday - Friday
Phone
864-450-9051

ReceiptFinancials

Total AUM
$499.4M
Accounts
750
Discretionary
$499.4M
Accounts
750
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
167
AUM
$65.8M
HNW Individual Clients
110
AUM
$388.7M
Charitable Organization Clients
5
AUM
$30.3M
Corporation or Business Clients
7
AUM
$14.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GANCSCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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