Gilbert & Cook, Inc. is a Registered Investment Adviser whose principal office is located in Iowa. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Advisory services are only offered to clients or prospective clients where Gilbert & Cook, Inc. and its representatives are properly licensed or exempt from registration. No advice may be rendered by Gilbert & Cook, Inc. unless a client service agreement is in place. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Gilbert & Cook is registered with the SEC and only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. Gilbert & Cook, Inc. does not offer tax or legal advice. Consult with an attorney for legal advice and a qualified tax professional for tax advice.

All clients are advised that it remains their responsibility to advise their financial advisor or Gilbert & Cook of any changes in their investment objectives or financial situation.

This website is a publication of Gilbert & Cook and is solely for informational purposes. Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before any investment decisions are made.

Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Information on this website is not an offer to buy or sell the securities mentioned herein.
Please note that we cannot accept any type of market orders requested via email or voicemail.

Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgement of the authors as of the date of publication and are subject to change.

Hyperlinks on this website are provided as a convenience only, and we disclaim any responsibility for the accuracy of the information on any other website linked hereto. Information on this website is directed toward U.S. residents only.

Current Disclosure Documents

THREE YEARS RUNNING!
Gilbert & Cook was announced as one of the top two “Growers Across America” in October 2021, October 2022 and October 2023. CityWire RIA identifies and selects the fastest growing RIAs in each state by analyzing Form ADV data reported to the Securities and Exchange Commission at the time of publication. Data for this publication is gathered by Discovery Data. No compensation was paid in exchange for inclusion in the “50 Growers Across America”.

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). Areas of consideration include a 3-year growth rate (2016-19) asset assets under management, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

To identify the “Best Practices Award” winners, InvestmentNews Research created composite scores which examined rate of growth, profitability, and productivity levels from 2018 to 2019 for all the participants in the InvestmentNews Financial Performance Study. Final firms were selected and awarded in November 2019. Gilbert & Cook did not pay a fee to participate or to receive recognition on this list.

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