Insights

Established Reputation Cooke Financial Group has over five decades of experience in wealth management, demonstrating stability and a strong reputation within the industry, which can foster long-term client relationships.

Leadership Recognition The firm’s leaders, including recently promoted President Tammy Williams, are recognized as top wealth advisors nationally, indicating a high level of expertise that appeals to high-net-worth clients and institutional investors.

Strategic Partnerships As an inaugural partner of Sanctuary Wealth, Cooke Financial Group benefits from a global network and cutting-edge resources, opening avenues for scalable technological integrations and collaborative growth opportunities.

Technology Stack The company's use of advanced marketing and analytics tools such as LinkedIn Ads, HubSpot, and other digital assets suggests openness to innovative tech-driven solutions for client engagement and operational efficiency.

Growth Potential With revenue between $10M and $25M and a relatively small team, Cooke Financial Group presents opportunities for tailored services, personalized digital solutions, and scalable investment products to support its expansion ambitions.

Cooke Financial Group Tech Stack

Cooke Financial Group uses 8 technology products and services including LinkedIn Ads, Linkedin Insight Tag, HubSpot Content Hub, and more. Explore Cooke Financial Group's tech stack below.

  • LinkedIn Ads
    Advertising
  • Linkedin Insight Tag
    Analytics
  • HubSpot Content Hub
    Content Management System
  • Choices
    Javascript Libraries
  • Slick
    Javascript Libraries
  • Animate.css
    UI Frameworks
  • MediaElement.js
    Video Players
  • prettyPhoto
    Web Tools And Plugins

Cooke Financial Group's Email Address Formats

Cooke Financial Group uses at least 1 format(s):
Cooke Financial Group Email FormatsExamplePercentage
First.Last@cookefg.comJohn.Doe@cookefg.com
46%
First@cookefg.comJohn@cookefg.com
4%
First.Last@cookefg.comJohn.Doe@cookefg.com
46%
First@cookefg.comJohn@cookefg.com
4%

Frequently Asked Questions

Where is Cooke Financial Group's headquarters located?

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Cooke Financial Group's main headquarters is located at 9340 Priority Way West Drive Indianapolis, Indiana 46240 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Cooke Financial Group's official website and social media links?

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Cooke Financial Group's official website is cookefg.com and has social profiles on LinkedIn.

What is Cooke Financial Group's NAICS code?

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Cooke Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Cooke Financial Group have currently?

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As of February 2026, Cooke Financial Group has approximately 19 employees across 2 continents, including North AmericaEurope. Key team members include Partner - Independent Business Owner: B. C.. Explore Cooke Financial Group's employee directory with LeadIQ.

What industry does Cooke Financial Group belong to?

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Cooke Financial Group operates in the Financial Services industry.

What technology does Cooke Financial Group use?

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Cooke Financial Group's tech stack includes LinkedIn AdsLinkedin Insight TagHubSpot Content HubChoicesSlickAnimate.cssMediaElement.jsprettyPhoto.

What is Cooke Financial Group's email format?

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Cooke Financial Group's email format typically follows the pattern of First.Last@cookefg.com. Find more Cooke Financial Group email formats with LeadIQ.

When was Cooke Financial Group founded?

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Cooke Financial Group was founded in 1969.

Cooke Financial Group

Financial ServicesIndiana, United States11-50 Employees

Cooke Financial Group, headquartered in Indianapolis, Indiana, is a national leader in wealth management with a deep expertise in protecting and growing wealth for families and institutions. Founded in 1969 by John D. Cooke, the independently owned firm draws on more than a half century of financial stewardship. 

Led today by Chris Cooke and Brian Cooke, also cofounders of Sanctuary Wealth, their award-winning multigenerational wealth management team combines local knowledge with global scale to build custom investment portfolios guided by objective long-term strategies. In 2018, they became the first Partner Firm of Sanctuary Wealth.

Cooke Financial Group Wealth Advisors are consistently recognized for comprehensive investment consulting and wealth management services by leading financial publications including Forbes, SHOOK Research, Barron’s, and AdvisorHub. Most recently Chris and Brian were named 2025 Forbes #1 and #2 Best-In-State Wealth Advisors and 2025 Forbes Top 250 Financial Advisors nationally.*

* Award Disclosure: (Chris Cooke and Brian Cooke: Forbes Best-In-State Wealth Advisors and Forbes Top 250 Wealth Advisors (2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018), created by SHOOK Research. Most recently received in April 2025 based on data gathered from 6/30/23 to 6/30/24. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.)

Section iconCompany Overview

Headquarters
9340 Priority Way West Drive Indianapolis, Indiana 46240 United States
NAICS Code
52 - Finance and Insurance
Founded
1969
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Cooke Financial Group's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Cooke Financial Group's revenue is estimated to be in the range of $10M$25M

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