George Williams Calhoun
Investment adviser representative at Stokes Family Office LLC
12 yearsExperience
2 statesRegistered in
$3.4BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Stokes Family Office LLCApr 2024 to now
- CbizJul 2023 to Mar 2024
- Stinnett & AssociatesJun 2021 to May 2023
- StudentApr 2014 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Stokes Family Office LLC
$3.4BAssets managed
795Clients
13Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7125489
- Firm CRD
- 300899