WEST DES MOINES, IACRD 283112Latest ADV March 30, 2026
Gilbert & Cook, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in West Des Moines, IA. Its latest Form ADV filing, dated March 30, 2026, reports $1.7B in regulatory assets under management, 32 employees, and 3,792 accounts.
Assets Under Management
$1.7B
Employees
32
Offices
--
Total Clients
901
Primary office
WEST DES MOINES, IA
5058 GRAND RIDGE DRIVE, WEST DES MOINES, IA, United States
Top client segmentIndividuals represent 50.8% of total clients.
Top client categories% of clientsClients
1
Individuals
50.8%
458
2
HNWI
46.7%
421
3
Charitable
1.4%
13
4
Corporations
1.0%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 30, 2026
Discretionary98.5%
$1.7B
99% of total RAUM98.5%
Non-discretionary1.5%
$25M
1% of total RAUM1.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.7B
Total Accounts3,792
10Y AUM Change+$1.4B (+426.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees32
Clients per Employee28:1
10Y Employee Change+17 (+113.3%)
* 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.