Gregory John Stokes

Employer firm

Stokes Family Office LLC CRD 300899

$3.35B regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 01/2019
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2014 → 07/2019
  Stokes And Hubbell Capital Management Llc
  New Orleans, LA
• 02/2019 → Present
  Stokes Family Office Llc
  New Orleans, LA
• 05/2022 → 11/2025
  Stokes Asset Management, Llc
  New Orleans, LA
• 05/2022 → 11/2025
  Stokes Opportunity Fund I Gp, Llc
  New Orleans, LA
• 02/2021 → Present
  Dave Greg Doug, L.L.C.
  New Orleans, LA
• 03/2020 → Present
  Gregory J Stokes, L.L.C.
  New Orleans, LA
• 02/2025 → Present
  1600 Magoz Fund Llc
  New Orleans, LA
• 11/2025 → Present
  Stokes Insurance, Llc
  New Orleans, LA

Previous Registrations

• 2014-10-10 → 2019-07-16
  Stokes & Hubbell Capital Management, Llc
  New Orleans, LA
• 2013-01-01 → 2014-10-15
  Cetera Wealth Services, Llc
  San Diego, CA

Other Businesses

STOKES INSURANCE, LLC; investment-related; 1100 Poydras St, Suite 2775, New Orleans, LA 70163; insurance; Member; 11/21/2025; <5 hours per month; <5 hours during trading; managing the business DAVE GREG DOUG, L.L.C.; INVESTMENT-RELATED; 1100 POYDRAS ST., SUITE 2775, NEW ORLEANS, LA 70163; L.L.C. FORMED FOR PRIVATE INVESTMENT HOLDINGS; OWNER; 02/18/2021; 0-1 HOURS PER MONTH; 0-1 HOURS DURING TRADING HOURS; MAKE PRIVATE INVESTMENTS. GREGORY J STOKES, L.L.C.; NOT INVESTMENT-RELATED; 1100 POYDRAS ST., SUITE 2775, NEW ORLEANS, LA 70163; PASSTHROUGH SET UP FOR TAX PURPOSES; OWNER; 03/03/2020; 0 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; NO DUTIES. 1600 MAGOZ FUND LLC; INVESTMENT-RELATED; 1100 POYDRAS ST 2775 NEW ORLEANS, LA 70163; REAL ESTATE; MEMBER; 02/25/2025; 1 HR/MONTH; 1 HR/MONTH DURING SECURITIES TRADING HOURS; OWNER AND OCCUPANT OF OFFICE BUILDING.

Exams

• S66 Uniform Combined State Law Examination
  2012-12-26

Designations

• Certified Financial Planner

Other Names

• Greg Stokes