RIA Intel›Advisers›California›STOKE CAPITAL

STOKE CAPITAL

Advisory

CA

Data as of Jan 26, 2026 · Source: SEC Form ADV

Rank in CA

#2,934

of 5,480 advisers by AUM

Average account

$5M

across 17 accounts

AUM per adviser

$87M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM

$87M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$87M

Discretionary AUM$87M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients17

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

17 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

FOUR CORNERS CAPITAL MANAGEMENT, LLC

LOS ANGELES, CA

$87M

OMARI, AKRAM MOTIE

SAN FRANCISCO, CA

$87M

SPITFIRE CAPITAL LLC

$87M

PARK PLACE WEALTH ADVISORS, INC

$87M

STEPHAN TOW AND ASSOCIATES INSURANCE SERVICES INC.

SHERMAN OAKS, CA

$87M

RAUB/ BROCK CAPITAL MANAGEMENT, INC.

$87M

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