Overview
Assets Under Management: $172 million
Headquarters: VIRGINIA BEACH, VA
High-Net-Worth Clients: 47
Average Client Assets: $2.3 million
Frequently Asked Questions
COOK FINANCIAL DESIGNS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115241), COOK FINANCIAL DESIGNS, INC. is subject to fiduciary duty under federal law.
COOK FINANCIAL DESIGNS, INC. is headquartered in VIRGINIA BEACH, VA.
COOK FINANCIAL DESIGNS, INC. serves 47 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, COOK FINANCIAL DESIGNS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
COOK FINANCIAL DESIGNS, INC. is ranked #32 by Forbes in 2025. Learn more about these rankings ↓
COOK FINANCIAL DESIGNS, INC. manages $172 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, COOK FINANCIAL DESIGNS, INC. serves high-net-worth individuals. View client details ↓
Recent Rankings
Forbes 2025: 32
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.87%
Average Client Assets: $2.3 million
Total Client Accounts: 567
Non-Discretionary Accounts: 567
Regulatory Filings
CRD Number: 115241
Filing ID: 2055826
Last Filing Date: 2026-03-13 15:20:14