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CRAVENS & COMPANY WEALTH MANAGEMENT
Legal name: CRAVENS & COMPANY ADVISORS, LLC
CRD 130071File 801-112875
APPROVED
Retail clients
Custody
Filing as of May 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$311.1M
Below cohort median (national)
Discretionary AUM
$311.1M
Clients
227
541 accounts
Employees
6
Below cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 19, 2018
- Principal office
- 1080 INTERSTATE DRIVE, COOKEVILLE, TN, 38501
- Phone
- (931) 528-6865
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $311.1M
- Discretionary AUM
- $311.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 541
- Non-discretionary accounts
- 0
- Total accounts
- 541
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $13.6M |
| Charitable organizations | Fewer than 5 | $1.3M |
| High net worth individuals | 78 | $241.9M |
| Pension and profit sharing plans | Fewer than 5 | $1.5M |
| State or municipal government entities | Fewer than 5 | $17.2M |
| Individuals (other than high net worth individuals) | 133 | $35.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.