Charles Michael Tiblier

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

• 03/2014 → 08/2018
  Finra
  New Orleans, LA
• 08/2018 → 10/2021
  Hancock Whitney Bank
  New Orleans, LA
• 08/2018 → 10/2021
  Hancock Whitney Investment Services, Inc.
  New Orleans, LA
• 10/2021 → Present
  Stokes Family Office Llc
  New Orleans, LA
• 05/2022 → 11/2025
  Stokes Asset Management, Llc
  New Orleans, LA
• 11/2025 → Present
  Stokes Insurance, Llc
  New Orleans, LA

Previous Registrations

• 2019-04-01 → 2021-09-28
  Hancock Whitney Investment Services Inc.
  New Orleans, LA

Other Businesses

STOKES INSURANCE, LLC; investment-related; 1100 Poydras St, Suite 2775, New Orleans, LA 70163; insurance; COO; 11/21/2025; <5 hours per month; <5 hours during trading; formation, operations, financials

Exams

• S66 Uniform Combined State Law Examination
  2019-03-29

Designations

• Certified Financial Planner

Other Names

• Charles Tiblier
• Charles Michael Tiblier
• Charlie Tiblier