CRAVENS & COMPANY WEALTH MANAGEMENT

1080 Interstate Drive
Cookeville, Tennessee 38501
Tel: (931) 528-6865

About CRAVENS & COMPANY WEALTH MANAGEMENT

CRAVENS & COMPANY WEALTH MANAGEMENT, formally registered with the SEC as CRAVENS & COMPANY WEALTH MANAGEMENT. The firm was established in 04/19/2018. They have over 1 offices throughout the country.

CRAVENS & COMPANY WEALTH MANAGEMENT is a Cookeville, Tennessee based Financial Planning firm with nearly $225,778,944 assets under management, offering retirement planning & investment advisory services to 517 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	130071
SEC#	801-112875
Assets Managed by Firm	$225,778,944
No. of Clients	517
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	517	$225,778,944
Individuals (other than high net worth individuals)	139	$32,723,791
High net worth individuals	66	$163,896,220
Pension and profit sharing plans	3	$1,655,225
Charitable organizations	4	$1,055,375
Corporations or other businesses	8	$10,696,129

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