Cook Financial Designs, Inc.
● SEC registered since 2024CRD 115241SEC# 801-129969Virginia Beach, VA
Reg. AUM
$172.4M
Employees
1
Accounts
567
Location
Virginia Beach, VA
Cook Financial Designs, Inc. assets under management
Cook Financial Designs, Inc. is an investment advisory firm registered with the SEC based in Virginia Beach, VA. The firm has been registered since 2024. It reports $172.4 million in regulatory assets under management and employs 1 people.
Cook Financial Designs, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Stephen Cook Control | President And Chief Compliance Officer | Over 75% | 2001 |
Frequently asked questions
How much does Cook Financial Designs, Inc. manage?
Cook Financial Designs, Inc. reports $172.4 million in regulatory assets under management on its Form ADV.
How many employees does Cook Financial Designs, Inc. have?
Cook Financial Designs, Inc. reports 1 employees.
Where is Cook Financial Designs, Inc. located?
Cook Financial Designs, Inc. is based in Virginia Beach, VA and has been SEC-registered since 2024.
Does Cook Financial Designs, Inc. disclose fund performance?
Cook Financial Designs, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1060 Laskin Road, Suite 25b, Virginia Beach, VA 23451 |
| Phone | 757-498-4810 |
| Fax | 757-498-4811 |
| Office hours | 08:00-5:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$172.4M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$172.4Mregulatory AUM
Discretionary $0Non-discretionary $172.4M