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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-14-2016
- Office Locations
- 1
Office Locations
About Gilbert & Cook, Inc.
Gilbert & Cook is an independent, fiduciary RIA serving high-net-worth individuals and families through major life transitions. The ensemble team delivers objective wealth management combining sophisticated planning (estate, retirement, business succession, divorce) with customized investment strategies and access to global opportunities. Offers a complimentary Second Opinion service and primarily custodies with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
BRANDON DOMINIC GRIMM
Partner, Portfolio Manager
- CRD
- #5557109
- Ownership
- 10% but less than 25%
MEGAN LEIGH ROSENSTIEL
Partner & Director of Advisory Services
- CRD
- #4890314
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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KATHERINE ANN GUDGEL
Director of Research & Investor Relations
- CRD
- #6190279
TODD CHARLES HENNINGSEN
Advisor
- CRD
- #5687068
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,672,696,049 | $505,805 |
| Non-Discretionary | $25,426,225 | $52,425 |
| Total | $1,698,122,274 | $447,817 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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