Gilbert & Cook, Inc.
● SEC registered since 2016CRD 283112SEC# 801-107546West des Moines, IA
Reg. AUM
$1.7B
Employees
32
Accounts
3,792
Location
West des Moines, IA
About Gilbert & Cook
Gilbert & Cook provides investment, tax, and wealth management strategies for individuals, families, business owners, and organizations, including private family office support. It encourages clients to live with greater abundance through planning.
Summary based on the firm’s website.
Gilbert & Cook, Inc. assets under management
Gilbert & Cook, Inc. is an SEC-registered investment adviser based in West des Moines, IA. The firm has been registered since 2016. It reports $1.7 billion in regulatory assets under management and employs 32 people.
Gilbert & Cook, Inc. owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andy John Armstrong | Chief Compliance Officer | Under 5% | 2023 |
| Brandon Dominic Grimm | Shareholder | 10-25% | 2018 |
| Canon Trust | Shareholder | 10-25% | 2025 |
| CC Cook Revocable Trust Control | Shareholder | 10-25% | 2025 |
| Christopher Calvin Cook Control | Treasurer | Under 5% | 2016 |
| Jerit Paul Tripp | Shareholder | 5-10% | 2018 |
| Linda Lundstrom Cook Control | Chief Executive Officer/Managing Member | Under 5% | 2016 |
| Ll Cook Revocable Trust Control | Shareholder | 10-25% | 2025 |
| Megan Leigh Rosenstiel | Shareholder | 10-25% | 2018 |
| The Founders Trust | Shareholder | 10-25% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Gilbert & Cook, Inc. manage?
Gilbert & Cook, Inc. reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does Gilbert & Cook, Inc. have?
Gilbert & Cook, Inc. reports 32 employees.
Where is Gilbert & Cook, Inc. located?
Gilbert & Cook, Inc. is based in West des Moines, IA and has been SEC-registered since 2016.
Does Gilbert & Cook, Inc. disclose fund performance?
Gilbert & Cook, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5058 Grand Ridge Drive, West des Moines, IA 50265 |
| Phone | (515) 270-6444 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1675762 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.7B▲ 25%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,369 advisers
EmployeesTop 17%
More than 83% of 16,804 advisers
Assets under management
$1.7Bregulatory AUM
Discretionary $1.67BNon-discretionary $25.4M