The Cook Company, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Cook Company, LLC provides investment advisory and financial planning services to individuals, family members and small businesses, focusing on portfolio management and tailored financial plans. Recommended investments are primarily no‑load mutual funds and exchange‑traded funds, and the firm has offered qualified and accredited clients access to private equity investments since 2021.
The firm conducts an initial suitability review and regular monitoring of client accounts and typically manages accounts on a non‑discretionary basis; it reported $39,276,621 in non‑discretionary client assets as of December 31, 2025. Its investment approach emphasizes long‑term diversification across asset classes, use of model portfolios in some cases, and implementation only with client authorization unless discretionary authority is explicitly granted.
A distinctive feature of the firm is that its representatives maintain insurance producer licenses and receive commissions on insurance sales, a material conflict the brochure discloses — this insurance broker activity is uncommon among independent firms. Combined with the firm’s primarily non‑discretionary asset management and selective private equity access, that mix of services is not typical for a solo independent adviser.
Client services
Expertise
Fee options
$0 - $2,000,000: 1% $2,000,001 - $4,000,000: 0.90% $4,000,001 - $5,000,000: 0.80% More than $5,000,001+: 0.70%
Insurance product commissions; conflict disclosed
Main office
6161 S. Syracuse Way, Suite 320
Greenwood Village CO 80111
Advisors at this office
1
Most active in
California · Colorado · Texas
Also doing business as
Albert Thomas Thornton Cook, Jr. · The Albert T. T. Cook Company · The Cook Company, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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