GILBERT & COOK, INC.

CRD 283112File 801-107546

APPROVED

Retail clients

Custody

Filing as of Jun 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.70B

Top 25% of cohort (national)

Discretionary AUM

$1.67B

Non-discretionary $25.4M

Clients

901

3,792 accounts

Employees

Top 25% of cohort in IA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Apr 14, 2016
Principal office: 5058 GRAND RIDGE DRIVE, WEST DES MOINES, IA, 50265
Phone: (515) 270-6444
Website: https://www.instagram.com/gilbertandcook/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.70B
Discretionary AUM: $1.67B
Non-discretionary AUM: $25.4M
Discretionary accounts: 3,307
Non-discretionary accounts: 485
Total accounts: 3,792
AUM per client: $1.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	9	$38.7M
Charitable organizations	13	$65.5M
High net worth individuals	421	$1.46B
Individuals (other than high net worth individuals)	458	$135.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.