# Rook Financial

Rook Financial is a RIA based in Cleveland, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Cleveland, United States
- **Region:** North America
- **Address:** Cleveland, OH, United States
- **Assets under management:** Undisclosed
- **Website:** rookfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/rook-financial

## Regulatory record

- **CRD number:** 335543
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335543

## About

ROOK FINANCIAL LLC is a state-registered investment adviser with approximately $6 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Sectors

- Real Estate
- Financial Services

## People

- Matt Rook — Owner

## Questions

### What is Rook Financial's primary investment focus?

The firm concentrates on direct real estate equity, primarily in the Midwest, with a secondary focus on private credit and special situations. Public filings and property records suggest a preference for commercial and residential properties held for long-term cash flow rather than rapid turnover.

## Related profiles

- [Roomi](https://altss.com/profile/roomi)

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Last updated: 2026-07-06T01:24:24.654Z

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