CRAVENS & COMPANY WEALTH MANAGEMENT
Firm details
- Headquarters
- COOKEVILLE, Tennessee
- CRD number
- 130071
- Registered since
- April 19, 2018
- Website
- cravensco.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.76%
- Individuals11.4%
- State / Municipal Government5.53%
- Corporations / Businesses4.38%
- Pension & Profit Sharing Plans0.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cravens & Company Wealth Management is an independent, owner-operated LLC that registered with the SEC in 2018 and operates as a capital allocator for both individual/family and institutional clients. The firm combines financial planning with discretionary portfolio management for individuals, small businesses and institutions, and also offers selection of other advisers and educational workshops. Compensation models include asset-based fees as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and lists an insurance company among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents31%
- Exchange Traded Equities19%
- US Government Bonds7%
- State & Local Bonds1%
Contacts
3 of 3CALEB ROUSE
Investment AnalystCRD 7800113
Benjamin Doty
Registered RepresentativeCRD 5983229
WAYNE CRAVENS
Owner, PresidentCRD 1678991
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$101M in ETFs
34%
$34.4M
66%
$66.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $16.2M | 417,849 | 16.14% |
Location
COOKEVILLE, TN
PUTNAM
Location
COOKEVILLE, TN
Headquartered in COOKEVILLE, TN, in the South of the United States.
- Region
- South
- County
- PUTNAM
- Address
- 1080 Interstate Dr
- Time zone
- CT (UTC-6)
- Office locations
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