Cook & Bynum Capital Management, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Cook & Bynum Capital Management, LLC
Overview
Cook & Bynum Capital Management, LLC operates as a financial advisor company that has its headquarters in Birmingham, Alabama. Cook & Bynum Capital Management, LLC oversees $294.6 million in total assets throughout nine accounts, making it a mid-tier investment advisory firm in the United States by assets under management (AUM). Cook & Bynum Capital Management, LLC has a small team, including 4 financial advisors. Cook & Bynum Capital Management, LLC does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as stocks, options and bonds.
Cook & Bynum Capital Management, LLC oversees all of the firm's client assets in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make buy and sell judgments without requiring the client's authorization. The advisory firm oversees an average of $32.7 million in assets for every customer account. The average advisor at Cook & Bynum Capital Management, LLC manages about two client accounts, making it one of the most personalized financial advisor firms in the country.
The firm's central office is located at 2830 Cahaba Road, Birmingham, Alabama 35223. The firm is permitted to serve clients in the state of Alabama.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cook & Bynum Capital Management, LLC by the Numbers
$294.6 million
8
9
$32.7 million
Fee Structure
Fees charged by financial advisors typically are based on which services are provided. However, fees charged by the company may include any combination of the following fee types: asset-based or performance-based. Cook & Bynum Capital Management, LLC does not supply a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with high net worth investors, investment companies, pooled investment vehicles and corporations. Out of its nine customers, Cook & Bynum Capital Management, LLC's biggest client group is corporations, but it also serves one high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 11.11%
- Other Individuals - 0%
- Corporations - 88.89%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Cook & Bynum Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.