The Cook Company, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$39,276,621
Clients
106
36% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
106
Very HighAverage account size
$370,534
About
The Cook Company provides investment advisory and financial planning services to individuals, families, and some closely related small businesses, offering portfolio management, coordination with other advisors, and guidance on insurance and estate planning. Recommended investments are primarily no-load mutual funds and ETFs, and the firm also offers access to private equity investments for qualified or accredited clients since 2021.
The firm’s approach emphasizes long-term, diversified portfolios across asset classes with model portfolios available for some clients and periodic account reviews at least quarterly. It generally operates on a non-discretionary basis—reporting approximately $39.3 million managed non-discretionarily at year-end 2025—while accepting discretionary authority when clients explicitly grant it.
A distinguishing feature is that its representatives are licensed insurance producers and may receive commissions when assisting clients with insurance products; the firm discloses this as a material conflict of interest. The practice combines that insurance capability with private-market access for qualified investors and a relatively small, closely managed client base overseen by a CFP-certified principal.
Client services
Financial planning
Portfolio management
Expertise
Private / alternative investments
Fee options
$0 - $2,000,000: 1% $2,000,001 - $4,000,000: 0.90% $4,000,001 - $5,000,000: 0.80% More than $5,000,001+: 0.70%
Main office location
The Cook Company, LLC
6161 S. Syracuse Way, Suite 320
Greenwood Village CO 80111, United States
Number of offices
1
Most active in
The Cook Company, LLC has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Texas
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.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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