VIRGINIA BEACH, VACRD 115241Latest ADV March 13, 2026
Cook Financial Designs, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Virginia Beach, VA. Its latest Form ADV filing, dated March 13, 2026, reports $172M in regulatory assets under management, 1 employee, and 567 accounts.
Assets Under Management
$172M
Employees
1
Offices
--
Total Clients
195
Primary office
VIRGINIA BEACH, VA
1060 LASKIN ROAD, SUITE 25B, VIRGINIA BEACH, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.9% of total clients.
Top client categories% of clientsClients
1
Individuals
75.9%
148
2
HNWI
24.1%
47
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$172Mas of March 13, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$172M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$172M
Total Accounts567
10Y AUM Change+$57M (+49.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee195:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.