Cook Financial Designs, Inc.
Cook Financial Designs, Inc. is an SEC-registered mass-market adviser in Virginia Beach, VA with $172.4M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Cook Financial Designs, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115241, SEC 801-129969, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $172.4M (2026-03-13)
- Firm type
- Mass-Market Adviser
- Location
- Virginia Beach, VA
- Employees
- 1
- Clients
- 195
- CRD
- 115241
- Ownership
- COOK, DANIEL, STEPHEN
How much AUM does Cook Financial Designs, Inc. have?
Cook Financial Designs, Inc. reported $172.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Cook Financial Designs, Inc.?
Disclosed owners and executives of Cook Financial Designs, Inc. include COOK, DANIEL, STEPHEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.