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GILBERT & COOK, INC.

WEST DES MOINES, IA · CRD 283112 · IAPD ↗ · gilbertcook.com · (515) 270-6444

$1.70BRegulatory AUM
17Advisory reps
32Employees
10Clients
More than 500Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — GILBERT & COOK, INC. notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — GILBERT & COOK, INC. reports More than 500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
49
April 2024 — GILBERT & COOK, INC. notice-filed in CO, DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — GILBERT & COOK, INC. crossed $1B in regulatory AUM ($973.6M -> $1.20B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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