CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLC

RIASEC RegisteredEst. 2026

Total AUM

$139M

Discretionary

0% of AUM

Avg account

$1M

Accounts

135

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 162673
Registered since: May 8, 2026
Website: www.cravensbrothers.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI93.32%
Individuals5.6%
Charitable Organizations1.08%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Cravens Brothers Private Wealth Management LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm became SEC-registered in 2026 and serves a mix of individual and family clients as well as some institutional relationships. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible and include asset-based fees, hourly charges, and fixed-fee engagements. The firm does not identify as an active ESG investor and is not structured as a capital allocator or pension consultant.