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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 22, 2025 and June 4, 2026, reported AUM increased 24.7%, from $1.4B to $1.7B.
Across 5 reported observations, AUM increased 67.7% between May 24, 2022 and June 4, 2026, from $1.0B to $1.7B.
Of the latest reported AUM, 98.5% is discretionary and 1.5% is non-discretionary.
The firm reports 17 advisory representatives and 911 clients, or 53.6 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on June 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Gilbert & Cook, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Gilbert & Cook, Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Gilbert & Cook, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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