Andrew
Cook

Interocean Capital

CRD#6826302
Investment Advisor
in Nashville, TN

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About this Advisor

Andrew Cook is a financial advisor based out of Nashville, Tennessee. Cook is on the advisory team at Interocean Capital. Throughout their career, they have worked at Interocean Capital Group LLC, Marsh Cook Investment Group, University Of Iowa and Student. Cook holds a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Tennessee. Interocean Capital is a financial advisory company based out of Nashville, TN. The firm has offices in two locations and a total of 33 advisors. It administers $5 billion in total assets between its 6,533 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 22 charitable organizations. Of its 6,533 customer accounts, 84% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management depend on which services the firm provides the client. Fees charged by Interocean Capital can consist of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

150 4Th Avenue North Suite 1410
Nashville, TN 37219

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Interocean Capital Brokerage Details

Total Assets Under Management

$4,465,622,439

TN Average: $730,596,643
Total Number of Employees

33

TN Average: 15
Total Number of Accounts

6,533

TN Average: 968
Average Account Size

$683,549

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Andrew Cook Work History

Andrew has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

Interocean Capital Group LLC

2020 - 2021 (1 year)

Marsh Cook Investment Group

2015 - 2020 (5 years)

University Of Iowa

2011 - 2015 (4 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Cook to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Interocean Capital

Drake Qualls
Nashville, TN
Erik Larson
Chicago, IL
James Hammack
Chicago, IL
Joshua Berger
Paradise Valley, AZ
Andrew Cook
Nashville, TN
Alex Hattenhauer
Nashville, TN
Shaunna Zoeckler
Nashville, TN
Robin Patinkin
Chicago, IL

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.

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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.

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