Cravens & Company Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cookeville, TN. Its latest Form ADV filing, dated March 13, 2026, reports $311M in regulatory assets under management, 6 employees, and 541 accounts.
Assets Under Management
$311M
Employees
6
Offices
--
Total Clients
227
Primary office
COOKEVILLE, TN
1080 INTERSTATE DRIVE, COOKEVILLE, TN, United States
Top client segmentIndividuals represent 58.6% of total clients.
Top client categories% of clientsClients
1
Individuals
58.6%
133
2
HNWI
34.4%
78
3
Corporations
4.0%
9
4
Pension Plans
1.3%
3
5
Charitable
1.3%
3
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$311Mas of March 13, 2026
Discretionary100.0%
$311M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$311M
Total Accounts541
10Y AUM Change+$173M (+125.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee38:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.