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CRAVENS & COMPANY WEALTH MANAGEMENT
CRAVENS & COMPANY ADVISORS, LLC
CRD 130071 · SEC 801-112875
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $35.5M |
| High net worth individuals | 78 | $241.9M |
| Pension/profit sharing plans | 3 | $1.5M |
| Charitable organizations | 3 | $1.3M |
| State/municipal entities | 1 | $17.2M |
| Corporations/business entities | 9 | $13.6M |
States served
GA, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD