Cravens Brothers Private Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$139,300,000
Total clients
43
44% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
22
Average account size
$3,239,535
About
Cravens Brothers Private Wealth Management LLC is a small advisory firm with two advisors managing roughly $139.3 million for about 43 clients, primarily individuals including high‑net‑worth clients as well as charitable and business organizations. The firm provides ongoing asset management on a non‑discretionary basis and offers financial planning and consulting through hourly, fixed and ongoing engagements.
Investment decisions are implemented with client consent on each transaction; the firm uses fundamental and technical analysis and incorporates Monte Carlo simulations in its planning and risk assessments. Its disclosed strategies include option writing and margin/borrowing in separately managed accounts, with attendant risk disclosures and client approval processes.
Distinctive features include that the firm reports its entire AUM as non‑discretionary, which is uncommon for supported firms and implies frequent client‑level trade approvals and oversight. The firm also uses derivatives and borrowing within separately managed accounts—practices that are relatively rare among peers—and does not vote client proxies, leaving proxy voting to clients.
Client services
Expertise
Fee options
Fixed fee financial planning services from $1,000 to $20,000
$0 - $5,000,000: 0.90% (Equity/Balanced), 0.50% (Fixed Income Only) $5,000,001 - $15,000,000: 0.75% (Equity/Balanced), 0.40% (Fixed Income Only) $15,000,001 - $50,000,000: 0.50% (Equity/Balanced), 0.30% (Fixed Income Only) $50,000,001+: 0.40% (Equity/Balanced), 0.25% (Fixed Income Only)
$300 per hour for financial planning services
Fee-only: Hourly financial planning at $300/hour; Fixed fee financial planning between $1,000 and $20,000; Ongoing financial planning fees based on asset levels: 0.45% for first $10M, 0.35% for next $15M, 0.20% over $25M
Main office location
Cravens Brothers Private Wealth Management LLC
1801 N. Lamar St., Suite 550
Dallas TX 75202, United States
Number of offices
1
Most active in
Arkansas · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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