Cravens & Company Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$248,355,878
Total clients
214
32% high-net worth
Total advisors
2
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
107
Average account size
$1,160,541
About
Cravens & Company Wealth Management advises individuals, high‑net‑worth families, executives, healthcare and legal professionals, successful retirees, and business entities. Its services include discretionary investment management, private client and family office programs, fixed‑income management, business consulting, and Qualified Plan Fiduciary services for retirement plan sponsors.
The firm describes a collaborative, multi‑generational approach that combines comprehensive financial, tax, and estate planning with discretionary portfolio management, and it uses a proprietary CWIS platform to aggregate and report marketable and non‑marketable assets. Investment implementation can include ETFs, individual securities and, as disclosed in its brochure, the use of options, margin and short sales in separately managed accounts while incorporating tax considerations.
Distinctive aspects of the firm include its explicit work with retirement plan sponsors — including participant education and communication — and the disclosure that its advisory representatives may also be licensed insurance agents, both features that are less common among similar firms. It also offers family office concierge and bookkeeping services, maintains custody safeguards for standing letter of authorization transfers, and recently raised its account minimum to $1 million.
Client services
Fee options
Private Client Service fixed fee starting at $10,000; Family Office Service fixed fee starting at $20,000; Business consulting project fees from $2,500 to $10,000.
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.55%
Business consulting hourly fees range from $50 to over $200 per hour, depending on staff level; Senior Advisors at $200+/hour, Lead Advisors $100-$200/hour, Professional/Admin Staff $50-$100/hour.
Account minimum: $1,000,000 Minimum fee: $10,000 annual minimum fee, negotiable at discretion Fee-only: Investment advisory services offered on a fee-only basis; no commissions on advisory fees.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Main office location
Cravens & Company Wealth Management
1080 Interstate Drive
Cookeville TN 38501, United States
Number of offices
1
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