Cravens & Company Wealth Management

RIASEC RegisteredEst. 2018

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, LLC-structured RIA that registered with the SEC in 2018 and is owned by an individual principal. The firm serves both individual and family clients as well as institutional relationships and describes itself as a capital allocator. Its advisory services span financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selection of other advisers, and educational seminars or workshops. Fee arrangements include a mix of percentage-of-AUM, hourly charges, and fixed fees. The firm notes an industry affiliation with an insurance company and does not identify itself as an active ESG investor.