Data / Investment advisers / Virginia / Cook Financial Designs, Inc.
Cook Financial Designs, Inc., Virginia Beach, VA: $172 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Cook Financial Designs, Inc. is an SEC registered investment adviser with its main office in Virginia Beach, Virginia and reports $172 million in regulatory assets under management in its Form ADV filed March 13, 2026. Its clients include high net worth individuals and individuals. It is paid through fixed fees.
The request: Watch Cook Financial Designs, Inc. (CRD number 115241): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 115241
- SEC file number
- 801-129969
- SEC status
- Approved, effective April 23, 2024
- Main office
- 1060 Laskin Road Suite 25b, Virginia Beach, VA 23451
- Phone
- (757) 498-4810
- Regulatory AUM
- $172,400,261 in the Form ADV filed March 13, 2026
- Non discretionary AUM
- $172,400,261
- Accounts
- 567
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 47 | $110.1 million |
| Individuals (other than high net worth individuals) | 148 | $62.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $172.4 million | March 13, 2026 |
| December 1, 2025 | $142 million | March 3, 2025 |
Other advisers in Virginia Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Vantage Consulting Group Inc | Virginia Beach | $246.3 million | 9 | adviserinfo.sec.gov |
| Spectrum Financial Inc | Virginia Beach | $236.5 million | Not listed | adviserinfo.sec.gov |
| Altura Wealth Advisors | Virginia Beach | $234.9 million | Not listed | adviserinfo.sec.gov |
| Bay Capital Advisors, LLC | Virginia Beach | $228.3 million | Not listed | adviserinfo.sec.gov |
| Wealthtrak Advisors | Virginia Beach | $214.3 million | Not listed | adviserinfo.sec.gov |
| Jjsa Advisors, LTD. | Virginia Beach | $154.3 million | Not listed | adviserinfo.sec.gov |
| Hundredfold Advisors, LLC | Virginia Beach | $148.2 million | Not listed | adviserinfo.sec.gov |
| October Effect LTD. | Virginia Beach | $145.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Virginia Beach, VA
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Cook Financial Designs, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.