Gilbert & Cook, Inc.
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 901
- Avg AUM / client
- $1.9M
- Accounts
- 3,792
- Employees
- 32
AUM over time
Annual snapshots from Form ADV filings · as of Jun 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 458 | $136M | 7.99% |
| High net worth individuals | 421 | $1.5B | 85.9% |
| Charitable organizations | 13 | $65.5M | 3.86% |
| Corporations and other businesses | 9 | $38.7M | 2.28% |
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Calvin Cook | Chief Investment Officer | CFA | Apr 2016 (10y) | 25% – 50% |
| Linda Lundstrom Cook | Chief Executive Officer | CFP | Apr 2016 (10y) | 25% – 50% |
| Brandon Dominic Grimm | Shareholder | CFA | Apr 2016 (10y) | 10% – 25% |
| Jerit Paul Tripp | Shareholder | CFP | Apr 2016 (10y) | 5% – 10% |
| Megan Leigh Rosenstiel | Shareholder | CFP | Apr 2016 (10y) | 10% – 25% |
| Armstrong, Andy, John | Chief Compliance Officer | Nov 2023 (3y) | Less than 5% | |
| Thomas Martin Mccaffrey | Registered representative | CFP CFA | Apr 2016 (10y) | |
| Reece Oleson | Registered representative | CFP | Apr 2018 (8y) | |
| Alan Duane Ryerson | Registered representative | Jul 2019 (7y) | ||
| Jarrett Sheets | Registered representative | CFP | Nov 2019 (7y) | |
| Jessica Swaim | Registered representative | CFP | Oct 2020 (6y) | |
| Michelle Louise Miller | Registered representative | CFP | Jun 2021 (5y) | |
| Zachary Deane Ripka | Registered representative | CFP | Jan 2022 (5y) | |
| Katherine Ann Gudgel | Registered representative | CFA | Dec 2022 (4y) | |
| Todd Charles Henningsen | Registered representative | CFP CFA | Jul 2023 (3y) | |
| Tiffany Scharfenkamp | Registered representative | CFP | Jan 2026 (1y) | |
| Blake Holtmeier | Registered representative | CFA | Jan 2026 (1y) | |
| Hayden Douglas Zeidler | Registered representative | CFA | Jan 2026 (1y) | |
| George Ryan Lamoureux | Registered representative | CFP | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/04/2026 | 979 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.3B (74% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 04, 2026.
View current Form ADV (SEC/IAPD) ↗