Sam Cook has been an investment adviser representative at Fort Advisors since September 2022, and is not listed among the firm’s executive officers or direct owners. Sam Cook holds an Undergraduate degree from Furman University and a Master's degree from Southwestern Seminary.
Fort Advisors Inc is an Austin, TX firm with $146M under management, 414 clients and 3 advisers across 4 offices, as of its March 2026 filing.
Sam Cook is Financial Planner & Wealth Manager at Fort Wealth Management. He has assisted clients with planning for retirement since 1996. Cook has taught Retirement Income Planning classes at Texas Christian University, Tarrant County College and Hill College, and is an Investment Advisor Representative.
Sam Cook’s longest registration was 5 years at Alphastar Capital Management, LLC (2016–2022). Before joining Fort Advisors in 2022, Sam Cook was registered through Alphastar Capital Management, LLC and Virtue Capital Management, LLC.
- Fort Advisors IncCurrent– present · 4 yearsFort Worth, TX · Adviser representative · Firm CRD 299243
- Alphastar Capital Management, LLC– · 5 yearsFort Worth, TX · Adviser representative · Firm CRD 157423
- Virtue Capital Management, LLC– · under a yearForth Worth, TX · Adviser representative · Firm CRD 167816
Investment adviser representative registrations
Sam Cook is registered as an investment adviser representative in Texas, since September 2022.
- TexasSince 8 September 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 January 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sam Gene Cook
- CRD
- 3119029
- Firm
- Fort Advisors · CRD 299243
- Office
- 4200 Hulen Street, Suite 620, Fort Worth, TX 76109
- Registration
- Investment adviser registration
- In the industry since
- February 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fortwm.com
Where does Sam Cook work?
Sam Cook is an investment adviser representative registered through Fort Advisors Inc since September 2022, and is not listed among the firm’s executive officers or direct owners.
Is Sam Cook a financial advisor?
Yes. Sam Cook has a current investment-adviser registration in Texas, through Fort Advisors since September 2022.
How many years of experience does Sam Cook have?
Sam Cook has 10 years in the financial industry, since February 2016, across 3 adviser firms.
What exams has Sam Cook passed?
Sam Cook passed the Series 65 in January 2016.
Where did Sam Cook work before Fort Advisors?
Before Fort Advisors, Sam Cook was registered through Alphastar Capital Management, LLC, November 2016 to September 2022; Virtue Capital Management, LLC, February 2016 to November 2016.
Where is Sam Cook based?
Sam Cook’s registered office is in Fort Worth, TX.
Is Sam Cook registered with FINRA?
No. Sam Cook has no current broker registration.
How can I verify Sam Cook’s record?
Search CRD 3119029 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sam Cook’s full registration record.