RIA Intel›Advisers›Minnesota›COOKSON FINANCIAL, LLC

COOKSON FINANCIAL, LLC

Advisory

EXCELSIOR, MN

Data as of Jan 18, 2026 · Source: SEC Form ADV

Rank in MN

#488

of 511 advisers by AUM

Average account

$681K

across 70 accounts

AUM per adviser

$48M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 18, 2026.

Total AUM

$48M

Discretionary %

100%

Clients

48

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$48M

Discretionary AUM$48M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients48

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

48 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MN

Closest by assets under management. All figures from Form ADV.

DYNIC WEALTH MANAGEMENT LLC

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HATLESTAD ENTERPRISES, LLC

EDINA, MN

$48M

WEALTH MANAGEMENT SERVICES, LLC

BLOOMINGTON, MN

$48M

-7.9% 1Y

TORCHLIGHT ADVISORS, LLC

EDINA, MN

$48M

INVESTORS MARK ADVISOR, LLC

MINNEAPOLIS, MN

$49M

+9.3% 1Y

THOMPSON FINANCIAL TRANSITIONS INC.

WHITE BEAR LAKE, MN

$47M

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