Investment adviser · CRD 130071
CRAVENS & COMPANY WEALTH MANAGEMENT
Investment adviser filing (IA)
CRAVENS & COMPANY ADVISORS, LLC
COOKEVILLE, TN, United States · Form ADV filed May 14, 2026
- Regulatory AUM
- $311M Form ADV · Item 5.F
- Client accounts
- 541 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 78 | $241,909,400 | 77.8% |
| Individuals | 133 | $35,473,628 | 11.4% |
| Government entities | Fewer than 5 | $17,190,008 | 5.5% |
| Corporations & businesses | 9 | $13,635,511 | 4.4% |
| Retirement plans | Fewer than 5 | $1,541,351 | 0.5% |
| Charities | Fewer than 5 | $1,340,584 | 0.4% |
Filing source
Form ADV 2102627 · May 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1080 INTERSTATE DRIVECOOKEVILLE, TN, 38501, United States
CRD 130071
Filing source
Form ADV 2102627 · May 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.