Sam
Cook

Fort Advisors Inc

CRD#3119029
Investment Advisor
in Fort Worth, TX

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About this Advisor

Sam Cook is a financial advisor based in Fort Worth, Texas, working with Fort Advisors Inc. Sam has previously held positions at Virtue Capital Management, LLC, Alphastar Capital Management, LLC, Fort Advisors Inc, Regency Wealth Advisors LLC, and Regency Wealth Management. Sam has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Sam is part of Fort Advisors Inc, which operates out of Fort Worth, Texas. The firm has 5 offices and 3 employees. The firm manages assets totaling $111.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Fort Advisors Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4200 Hulen Street Suite 620
Fort Worth, TX 76109

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Fort Advisors Inc Brokerage Details

Total Assets Under Management

$111,399,766

TX Average: $3,042,739,679
Total Number of Employees

3

TX Average: 49
Total Number of Accounts

600

TX Average: 2,315
Average Account Size

$185,666

TX Average: $1,314,358

Investment Advisory Services

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

Sam Cook Work History

2022 - Present (2 years)

Fort Advisors Inc

2016 - Present (8 years)

Regency Wealth Advisors LLC

2016 - 2016 (< 1 year)

Virtue Capital Management, LLC

2016 - 2022 (6 years)

Alphastar Capital Management, LLC

2000 - 2016 (16 years)

Regency Wealth Management

Disclosures

Please visit the SEC profile of Sam 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 Fort Advisors Inc

Justin Fort
Austin, TX
Quinc Pearcy
Austin, TX
Sam Cook
Fort Worth, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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