Cravens Brothers Private Wealth Management LLC

Overview

Cravens Brothers Private Wealth Management LLC is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered in 2026. The firm serves a mix of individual, family and institutional clients, providing financial planning and portfolio management services focused on individuals and small businesses. Its billing model is flexible: percentage-of-AUM fees are offered alongside hourly and fixed-fee arrangements. The firm is not classified as a capital allocator and does not identify as an active ESG investor. It is also not a multi-state adviser, pension consultant, or related adviser to another registered entity. Advisory activity centers on bespoke planning and portfolio oversight rather than large-scale institutional consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives