George Williams Calhoun

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

• 06/2021 → 05/2023
  Stinnett & Associates
  Houston, TX
• 07/2023 → 03/2024
  Cbiz
  Houston, TX
• 04/2024 → Present
  Stokes Family Office
  New Orleans, LA
• 04/2014 → 05/2021
  Student
  Metairie, LA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-19

Other Names

• Will Calhoun
• George Calhoun