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COOK FINANCIAL DESIGNS, INC.

VIRGINIA BEACH, VA · CRD 115241 · IAPD ↗ · 757-498-4810

$172.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2025 — COOK FINANCIAL DESIGNS, INC. notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2024 — COOK FINANCIAL DESIGNS, INC. (VIRGINIA BEACH, VA) is newly SEC-registered with $115.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.