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The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.","source":"WRAP BROCHURE, filed 19 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Gilbert & Cook use?","answer":"Gilbert & Cook’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.26B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Gilbert & Cook have?","answer":"Gilbert & Cook has 17 investment adviser representatives registered with state securities authorities, out of 32 employees, and 17 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 10 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Gilbert & Cook invest in?","answer":"At the end of its last fiscal year, Gilbert & Cook’s separately managed accounts held 73% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 5% cash and equivalents, 4% U.S. government and agency bonds, 3% state and local bonds, 2% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Variable Annuity.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Gilbert & Cook have a minimum investment?","answer":"Yes, Gilbert & Cook’s minimum account size for its Precision Wrap Platform is $1M.","source":"WRAP BROCHURE, filed 19 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Gilbert & Cook?","answer":"Gilbert & Cook is owned through trusts by Christopher Cook and Linda Cook. Its direct owners are Megan Rosenstiel, Brandon Grimm, Jerit Tripp, LL Cook Revocable Trust, CC Cook Revocable Trust, the Founders Trust and Canon Trust, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 4 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Gilbert & Cook get paid?","answer":"Gilbert & Cook is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Gilbert & Cook registered with the SEC?","answer":"Yes, Gilbert & Cook has been registered with the SEC as an investment adviser since 14 April 2016. 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