GILBERT & COOK, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.70B |
| Discretionary | $1.67B99% of AUM |
| Non-Discretionary | $25.4M |
| Client Accounts | 3,792 |
| Avg Account Size | $448K |
| Employees | 32 |
| Peak AUM | $1.70BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.7B | +24.7% | +20.4% | +15.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.70B |
| Discretionary | $1.67B |
| Employees | 32 |
| Client Accounts | 3792 |
| Client Range | More than 500 |
Contact & Location
Address
5058 GRAND RIDGE DRIVE
WEST DES MOINES IA 50265
Phone
(515) 270-6444
Filing History
42 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.7B
98.5% of AUM
Non-Discretionary
$25M
1.5% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Banking Institution