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CRAVENS & COMPANY WEALTH MANAGEMENT

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

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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 StatusApproved
Firm CRD#130071
SEC#801-112875
Assets Managed by Firm$225,778,944
No. of Clients517
No. of Advisors5

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 ClientsAUM
Firm Total517$225,778,944
Individuals (other than high net worth individuals)139$32,723,791
High net worth individuals66$163,896,220
Pension and profit sharing plans3$1,655,225
Charitable organizations4$1,055,375
Corporations or other businesses8$10,696,129

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