Cook Financial Designs, INC.

Public-record details

Address

1060 Laskin Road, Suite 25b, Virginia Beach, VA 23451

Phone

(757) 498-4810

Listed under

Financial planning, Flat / fixed fees

CRD number

115241

Registration

SEC registered since 2024-04-23

Compensation (Form ADV 5.E)

Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses

Regulatory assets under management

$172.4 million

Accounts managed

567

Clients reported (Form ADV 5.D)

195

Individual / high-net-worth clients

148 / 47

Employees

1

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-13

SEC registered investment adviser, CRD 115241, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 115241 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.