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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 Oct 1, 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
- Website
- HTTP://WWW.CRAVENSCO.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2026 | Clients | 229 | 227 | decreased by2 |
| Apr 1, 2026 | AUM | $248,355,878 | $311,090,482 | increased by$62,734,604 |
| Apr 1, 2026 | Accounts | 542 | 541 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 5 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 211 | 229 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $192,454,621 | $248,355,878 | increased by$55,901,257 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 524 | 542 | increased by18 |
| Apr 1, 2022 | Clients | 297 | 211 | decreased by86 |
| Apr 1, 2022 | AUM | $156,253,760 | $192,454,621 | increased by$36,200,861 |
| Apr 1, 2022 | Accounts | 608 | 524 | decreased by84 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CRAVENS COMPANY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CRAVENS COMPANY” may also match similarly-named firms). Confirm identity against each filing.
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.