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COOK FINANCIAL DESIGNS, INC.
CRD 115241File 801-129969
APPROVED
Retail clients
Custody
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$172.4M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $172.4M
Clients
195
567 accounts
Employees
1
Bottom 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 23, 2024
- Principal office
- 1060 LASKIN ROAD, SUITE 25B, VIRGINIA BEACH, VA, 23451
- Phone
- 757-498-4810
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $172.4M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $172.4M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 567
- Total accounts
- 567
- AUM per client
- $884K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 47 | $110.1M |
| Individuals (other than high net worth individuals) | 148 | $62.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.