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Richard Poellnitz Cook

COOK & BYNUM CAPITAL MANAGEMENT, LLC·BIRMINGHAM, Alabama
Clean recordCOOK & BYNUM CAPITAL MANAGEMENT, LLC
2830 CAHABA ROAD, BIRMINGHAM, AL 35223CRD# 4445037Firm CRD# 149454

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Poellnitz Cook · BIRMINGHAM, AL
Registration
CRD #4445037 · COOK & BYNUM CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Poellnitz Cook is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with COOK & BYNUM CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
COOK & BYNUM CAPITAL MANAGEMENT, LLC
COOK & BYNUM CAPITAL MANAGEMENT, LLC
AUM
$353M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at COOK & BYNUM CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4445037
Firm CRD# 149454
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Poellnitz Cook offer?
Richard Poellnitz Cook specializes in Investment Management, Retirement Planning. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Richard Poellnitz Cook's credentials?
Richard Poellnitz Cook is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Poellnitz Cook located?
Richard Poellnitz Cook is based in BIRMINGHAM, Alabama, working with COOK & BYNUM CAPITAL MANAGEMENT, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Richard Poellnitz Cook charge for services?
Richard Poellnitz Cook's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COOK & BYNUM CAPITAL MANAGEMENT, LLC?
COOK & BYNUM CAPITAL MANAGEMENT, LLC has approximately 8 employees and manages $353M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COOK & BYNUM CAPITAL MANAGEMENT, LLC

Amanda Stewart Pridgen
BIRMINGHAM, AL
Jasper Dowe Bynum
BIRMINGHAM, AL
David Allen Hobbs
BIRMINGHAM, AL

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Research
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