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| Keyboard |
| Cook Financial Designs Inc
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|---|---|
| CRD # | 115241 |
| SEC # | 801-129969 |
| CIK # | |
| AUM | 172.4 M (2026-03-13) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 757-498-4810 |
| Address | 1060 Laskin Road Virginia Beach, VA 23451 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 148 | 62.3 |
| (b) Individuals (high net worth individuals) | 47 | 110.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 567 | 172.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 567 | 172.4 |
| Total | 567 | 172.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 172.4 | |
| Total | 567 | 172.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Leibman Financial Servces Inc
✚
|
NE | 173.1 M |
|
Shuttleworth & Company
✚
|
OH | 173.0 M |
|
Zynergy Retirement Planning
✚
|
NJ | 173.0 M |
|
Liberty Asset Management Inc
✚
|
IL | 172.7 M |
|
Walnut Private Equity Partners LLC
✚
|
NE | 172.6 M |
|
Aeternitas Investment Management LLC
✚
|
PA | 172.5 M |
|
Vannoy Advisory Group Inc
✚
|
TX | 172.4 M |
|
Argent Wealth Management Inc
✚
|
TX | 172.4 M |
|
LWM Advisors Inc
✚
|
CA | 172.2 M |
|
Goverman Financial Solutions LLC
✚
|
MA | 171.9 M |