Douglas Stokes

Doug Stokes is a Managing Partner of Stokes Family Office, an SEC-registered investment adviser headquartered in New Orleans, Louisiana. He is a CFA® charterholder and holds a Series 66 license, with roughly 14 years of industry experience. He earned a BBA from the M.J. Neeley School of Business at Texas Christian University and an MBA from the A.B. Freeman School of Business at Tulane University.

The firm traces its lineage to a New Orleans practice co-founded by David Stokes in 1987, which operated as Stokes & Hubbell Capital Management. Stokes Family Office, LLC was formed in 2019 following the separation of Stokes and Hubbell, and is owned by Gregory ("Greg") Stokes and Douglas Stokes. Doug's earlier registrations include Stokes & Hubbell Capital Management LLC and Purshe Kaplan Sterling Investments; he also manages private investments through the family entity Dave Greg Doug, L.L.C.

As Managing Partner, Doug oversees business operations alongside his brother Greg. He takes an active role in the firm's investment research process and investment committee decisions, and spends significant time meeting directly with clients to design investment, tax, and estate-planning strategies. The firm positions itself as 100% family-owned, fiduciary-focused, and having operated in the New Orleans area for more than 35 years, offering wealth management, retirement plan consulting, and family office services.

Doug lives in New Orleans with his wife Sarah and their three children (Anderson, Martial, and Sally). He is active in the community, serving as a board member of the Bureau of Governmental Research and the Louisiana Children's Museum.

• Operates as a discretionary wealth manager and multi-family office, not a venture/angel fund; investment decisions run through the firm's investment committee and research process rather than a startup-deal pipeline.
• Serves high-net-worth individuals, families, senior corporate executives, owners of closely held businesses, and institutional retirement plans — the firm's own stated client base.
• Offers access to private and alternative investments as part of client portfolios, alongside traditional discretionary management and third-party model portfolios.
• Areas of stated expertise include private/alternative investments, retirement plans for business owners, business exit and sale strategy, charitable giving/philanthropy, and options and derivatives strategies.
• Client engagements typically carry a $1,000,000 account minimum, with fees scaled by assets under management — signaling a relationship-based, high-net-worth model rather than fixed-size startup checks.