{
  "crd_number": 283112,
  "slug": "gilbert-and-cook-inc-west-des-moines-ia-283112",
  "primary_business_name": "GILBERT & COOK, INC.",
  "legal_name": "GILBERT & COOK, INC.",
  "dbas": [],
  "city": "West des Moines",
  "state": "IA",
  "country": "United States",
  "cbsa_code": "19780",
  "metro": {
    "cbsa_code": "19780",
    "common_name": "Des Moines",
    "msa_name": "Des Moines-West Des Moines, IA",
    "path": "/advisors/ia/des-moines"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-04-14",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-06-04",
  "carried_forward": false,
  "raum_total": 1698122274.0,
  "raum_discretionary": 1672696049.0,
  "raum_non_discretionary": 25426225.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 32,
  "advisory_employees": 17,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 65543307.0,
      "count": 13
    },
    "individuals": {
      "raum": 135686267.0,
      "count": 458
    },
    "high_net_worth_individuals": {
      "raum": 1458145718.0,
      "count": 421
    },
    "corporations_other_businesses": {
      "raum": 38746982.0,
      "count": 9
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "DE",
    "FL",
    "GA",
    "IA",
    "IL",
    "KS",
    "LA",
    "MI",
    "MN",
    "MO",
    "NE",
    "NV",
    "TX",
    "VA",
    "WI"
  ],
  "websites": [
    "https://facebook.com/gilbertandcook",
    "https://gilbertcook.com",
    "https://instagram.com/gilbertandcook",
    "https://linkedin.com/COMPANY/GILBERT-&-COOK-INC",
    "https://youtube.com/channel/UCiT2e2kd2IgBc6XvyucPvqA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283112",
  "city_as_filed": "WEST DES MOINES",
  "url": "https://advisorcensus.com/firm/gilbert-and-cook-inc-west-des-moines-ia-283112",
  "display_name": "Gilbert & Cook, Inc.",
  "summary": "Gilbert & Cook, Inc. is an SEC-registered investment advisory firm in West des Moines, IA, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 4, 2026.",
  "citation": "AdvisorCensus. Gilbert & Cook, Inc. (CRD 283112): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Gilbert & Cook, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Gilbert & Cook, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Gilbert & Cook, Inc. located?",
      "a": "Gilbert & Cook, Inc.'s principal office is in West des Moines, IA, according to its Form ADV."
    },
    {
      "q": "Is Gilbert & Cook, Inc. registered with the SEC or a state?",
      "a": "Gilbert & Cook, Inc. is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283112."
    },
    {
      "q": "How much does Gilbert & Cook, Inc. manage?",
      "a": "Gilbert & Cook, Inc. reports $1,698,122,274 in regulatory assets under management in its Form ADV filing dated June 4, 2026 (99% discretionary)."
    },
    {
      "q": "How have Gilbert & Cook, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Gilbert & Cook, Inc.: Regulatory assets under management: $793,173,930 in the October 2021 data and $1,698,122,274 in the October 2026 data, up 114%. Total employees: 22 in October 2021 and 32 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Gilbert & Cook, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (458); high net worth individuals (421); charitable organizations (13)."
    },
    {
      "q": "Which custodians does Gilbert & Cook, Inc. use?",
      "a": "Gilbert & Cook, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Gilbert & Cook, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283112"
    },
    {
      "q": "What changed in Gilbert & Cook, Inc.'s recent Form ADV filings?",
      "a": "In the July 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 793173930.0,
      "total_employees": 22,
      "filing_date": "2021-09-14"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1012333774.0,
      "total_employees": 26,
      "filing_date": "2022-05-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 973601625.0,
      "total_employees": 32,
      "filing_date": "2023-09-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1197704959.0,
      "total_employees": 32,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1361575720.0,
      "total_employees": 33,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1698122274.0,
      "total_employees": 32,
      "filing_date": "2026-06-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,361,575,720 to $1,698,122,274 (+25%).",
        "Registered or notice-filed in NV.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/gilbert-and-cook-inc-west-des-moines-ia-283112.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 458,
      "fewer_than_5": false,
      "raum": 135686267.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 421,
      "fewer_than_5": false,
      "raum": 1458145718.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 13,
      "fewer_than_5": false,
      "raum": 65543307.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 9,
      "fewer_than_5": false,
      "raum": 38746982.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283112",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}