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, 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.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 3
Wayne Cravens
Owner, PresidentCRD 1678991

Benjamin Doty
Registered RepresentativeCRD 5983229

Caleb Rouse
Investment AnalystCRD 7800113
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$81.5M in ETFs
33%
$27.2M
67%
$54.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $16M | 359,792 | 19.62% |
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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