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CRAVENS & COMPANY WEALTH MANAGEMENT

CRAVENS & COMPANY ADVISORS, LLC

CRD 130071 · SEC 801-112875

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1080 INTERSTATE DRIVE, COOKEVILLE, TN, 38501, United States

Phone

(931) 528-6865

Fax

(931) 646-3619

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$311.1M

Discretionary AUM

$311.1M

Team

6 total employees; 3 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-14

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals133$35.5M
High net worth individuals78$241.9M
Pension/profit sharing plans3$1.5M
Charitable organizations3$1.3M
State/municipal entities1$17.2M
Corporations/business entities9$13.6M

States served

GA, TN, TX, FL

All web addresses on file

Official SEC filing: View on IAPD