Cook & Associates
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$66,545,277
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
89
28% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
89
Average account size
$747,700
About
Cook & Associates is a state‑registered investment adviser that provides investment supervisory services, individual portfolio management, and manager‑selection programs for individual and high‑net‑worth clients. The firm's brochure reports about $66.5 million in discretionary assets under management and notes that clients receive periodic account reports summarizing performance, balances and holdings.
The adviser develops a client‑specific Personal Investment Policy Statement through discussions of goals, time horizon, risk tolerance and liquidity needs, and implements portfolios using fundamental analysis, asset allocation and mutual fund/ETF evaluation with a tilt toward long‑term purchases. It offers both discretionary and non‑discretionary arrangements, conducts manager searches when appropriate, and reviews accounts and selected managers at least quarterly.
The brochure discloses a dual registration relationship with LPL Financial (through registered‑representative activities) and describes custody and platform recommendations tied to LPL, along with non‑cash support and potential incentive arrangements the firm says it attempts to manage through disclosure and monitoring. The firm also includes variable life and annuity products among recommended investments and indicates relationships with charitable organizations—features that are less common among independently operated, single‑advisor firms.
Client services
Portfolio management
Selection of other advisers
Expertise
Wealth management
Fee options
$0 - $1,000,000: Up to 1.25% $1,000,000+: Up to 1.15%
Account minimum: $100,000
Main office location
Cook & Associates
2050 Livernois Rd, Suite B
Troy MI 48083, United States
Number of offices
1
Most active in
Cook & Associates has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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