SourcingSourcing

GILBERT & COOK, INC.

C17
CRD 283112·SEC 801-107546·WEST DES MOINES, IA
AUM
$1.70B
$1B+
Est. Revenue
$17.0M
@ 1% on AUM
Est. EBITDA
$5.1M
@ 30% margin
Est. Deal Value
$40.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GILBERT & COOK, INC.
CRD
283112
SEC file #
801-107546
EIN
—
DBA names
—

Economics

AUM
$1.70B
AUM band
$1B+
AUM trajectory
'20'26
$426.6M → $1.70B▲ +298%
Client mix
Individuals Other458
Individuals High Net Worth421
Charitable Organizations13
Corporations9

Operations

Employees (total)
32
Advisory staff (per ADV)
17
Advisory staff (5-yr trend)
'20'26
8 advisors → 17 advisors▲ +113%
Primary office
WEST DES MOINES IA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
gilbertcook.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CC COOK REVOCABLE TRUST
Top Owner Pct
17.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
CC COOK REVOCABLE TRUST
LL COOK REVOCABLE TRUST
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GILBERTCOOK.COM
Rdap Domain Creation Date
2001-08-01T14:29:12Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
18
Bc Firm IAR Count
18
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-08-01T14:29:12Z
Rdap Domain Last Changed
2023-06-02T07:24:02Z
Rdap Nameservers
Ns41.worldnic.comNs42.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (19)

19
ROSENSTIEL, MEGAN, LEIGH
IAR · Direct Owner · 17.5%
4890314
GRIMM, BRANDON, DOMINIC
IAR · Direct Owner · 17.5%
5557109
TRIPP, JERIT, PAUL
IAR · Direct Owner · 7.5%
5462337
Cook, Linda, Lundstrom
IAR · Executive Officer · 2.5%
2059268
COOK, CHRISTOPHER, CALVIN
IAR · Executive Officer · 2.5%
4370551
ANDY JOHN ARMSTRONG
Executive Officer · 2.5%
4448534
Jarrett Sheets
IAR
5941866
Alan Duane Ryerson
IAR
7064399
Michelle Louise Miller
IAR
6898551
Zachary Deane Ripka
IAR
7016891
Hayden Douglas Zeidler
IAR
5016168
Blake Holtmeier
IAR
7525398
Jessica Swaim
IAR
5390545
Reece Oleson
IAR
6617400
TODD CHARLES HENNINGSEN
IAR
5687068
KATHERINE ANN GUDGEL
IAR
6190279
THOMAS MARTIN MCCAFFREY
IAR
6326554
GEORGE RYAN LAMOUREUX
IAR
6285710
Tiffany Scharfenkamp
IAR
6333233