# WHAT ABOUT US FINANCIAL

WHAT ABOUT US FINANCIAL is an Asset Manager based in Bellbrook.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Bellbrook
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** https://whataboutusfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/carrie-cook-cfp%c2%ae-crpc%c2%ae-mbaaabb2912

## Regulatory record

- **CRD number:** 306116
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306116

## About

What About Us Financial was founded in 2019 to stand up against the status quo in Financial Services. The firm works to empower the underserved so they may obtain financial freedom and success through thoughtful budgeting, savings and investing. Its founder is a CERTIFIED FINANCIAL PLANNER Professional and fiduciary focused on serving women, people of color/multicultural clients, LGBTQIA+, environmental activists, social justice champions, and X/Y/Z generations.

## People

- Carrie Cook — Founder & CCO
- Austin — paraplanner

## Questions

### Who runs WHAT ABOUT US FINANCIAL?

No named principals or executive team members are publicly identifiable for WHAT ABOUT US FINANCIAL. The firm has not published a leadership page or registered with any business registry that lists individuals.

### What is the investment strategy of WHAT ABOUT US FINANCIAL?

The firm's investment strategy is unknown. It has not disclosed any asset-class preferences, stage focus, or geographic scope in public channels.

### How does WHAT ABOUT US FINANCIAL source deals?

Deal sourcing methods are not publicly documented. The firm has no known website, press mentions, or industry conference appearances that describe its sourcing model.

### Is WHAT ABOUT US FINANCIAL a registered investment adviser?

No registration with the SEC or any major financial regulator has been identified for this firm under its current name. It is not listed in the SEC's Investment Adviser Public Disclosure (IAPD) database.

### Does WHAT ABOUT US FINANCIAL have any known portfolio companies?

No portfolio companies, investments, or exits have been reported in any credible financial publication or industry database.

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Last updated: 2026-08-11T15:08:32.892Z

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