Cravens & Company Wealth Management

RIASEC Registered

Total AUM

$311M

Discretionary

$311M

100% of AUM

Avg account

$575K

Accounts

541

Employees

Advisory reps

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

FINTRX

Overview

Cravens & Company Wealth Management is an independent, individual-owned registered investment adviser that has been SEC-registered since 2018. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning and discretionary portfolio management across private clients, small businesses and institutional accounts. Its advisory services also include pension consulting support, manager selection, and educational workshops. Fee arrangements are flexible: the firm charges a percentage of assets under management and also uses hourly and fixed-fee structures for certain engagements. Cravens & Company does not position itself as an active ESG investor.