# Gilbert & Cook, Inc.

> 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.

- CRD: 283112
- Filed as: GILBERT & COOK, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West des Moines, IA
- Filing period: October 2026
- Form ADV filing dated: June 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283112
- AdvisorCensus page: https://advisorcensus.com/firm/gilbert-and-cook-inc-west-des-moines-ia-283112

## Quick answers

**How is Gilbert & Cook, Inc. compensated?**
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).

**Where is Gilbert & Cook, Inc. located?**
Gilbert & Cook, Inc.'s principal office is in West des Moines, IA, according to its Form ADV.

**Is Gilbert & Cook, Inc. registered with the SEC or a state?**
Gilbert & Cook, Inc. is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283112.

**How much does Gilbert & Cook, Inc. manage?**
Gilbert & Cook, Inc. reports $1,698,122,274 in regulatory assets under management in its Form ADV filing dated June 4, 2026 (99% discretionary).

**How have Gilbert & Cook, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Gilbert & Cook, Inc. serve?**
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).

**Which custodians does Gilbert & Cook, Inc. use?**
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.

**Does Gilbert & Cook, Inc. report any disciplinary disclosures?**
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

**What changed in Gilbert & Cook, Inc.'s recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,698,122,274
- Discretionary: $1,672,696,049
- Non-discretionary: $25,426,225

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 458 | $135,686,267 |
| High net worth individuals | 421 | $1,458,145,718 |
| Charitable organizations | 13 | $65,543,307 |
| Corporations or other businesses not listed above | 9 | $38,746,982 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 32 total, 17 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, DE, FL, GA, IA, IL, KS, LA, MI, MN, MO, NE, NV, TX, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gilbertcook.com
- Facebook @gilbertandcook
- Instagram @gilbertandcook
- LinkedIn @GILBERT-&-COOK-INC
- YouTube @UCiT2e2kd2IgBc6XvyucPvqA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $793,173,930 | 22 | September 14, 2021 |
| October 2022 | $1,012,333,774 | 26 | May 24, 2022 |
| October 2023 | $973,601,625 | 32 | September 29, 2023 |
| October 2024 | $1,197,704,959 | 32 | March 27, 2024 |
| October 2025 | $1,361,575,720 | 33 | March 27, 2025 |
| October 2026 | $1,698,122,274 | 32 | June 4, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gilbert & Cook, Inc. (CRD 283112): Form ADV filing data as of October 2026.