# Cravens & Company Wealth Management

> Cravens & Company Wealth Management is an SEC-registered investment advisory firm in Cookeville, TN, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 14, 2026.

- CRD: 130071
- Filed as: CRAVENS & COMPANY WEALTH MANAGEMENT
- Legal name: Cravens & Company Advisors, LLC
- Also doing business as: CRAVENS & COMPANY WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cookeville, TN
- Filing period: October 2026
- Form ADV filing dated: May 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/130071
- AdvisorCensus page: https://advisorcensus.com/firm/cravens-and-company-wealth-management-cookeville-tn-130071

## Quick answers

**How is Cravens & Company Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Cravens & Company Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Cravens & Company Wealth Management located?**
Cravens & Company Wealth Management's principal office is in Cookeville, TN, according to its Form ADV.

**Is Cravens & Company Wealth Management registered with the SEC or a state?**
Cravens & Company Wealth Management is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 130071.

**How much does Cravens & Company Wealth Management manage?**
Cravens & Company Wealth Management reports $311,090,482 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (100% discretionary).

**How have Cravens & Company Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Cravens & Company Wealth Management: Regulatory assets under management: $156,253,760 in the October 2021 data and $311,090,482 in the October 2026 data, up 99%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cravens & Company Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (133); high net worth individuals (78); corporations or other businesses not listed above (9).

**Which custodians does Cravens & Company Wealth Management use?**
Cravens & Company Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Cravens & Company Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/130071

**Does Cravens & Company Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 13, 2026 says: "We generally require that your account contain a minimum of $1,000,000 in investment assets. We may waive that requirement based on various factors, including, for example, the value of the accounts we manage for your family members."

**What changed in Cravens & Company Wealth Management's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> We generally require that your account contain a minimum of $1,000,000 in investment assets. We may waive that requirement based on various factors, including, for example, the value of the accounts we manage for your family members.

- Minimum annual fee: $10,000

> Our minimum annual fee is $10,000. We may agree to waive that minimum and/or negotiate lower fees at our discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $311,090,482
- Discretionary: $311,090,482
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 133 | $35,473,628 |
| High net worth individuals | 78 | $241,909,400 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $1,541,351 |
| Charitable organizations | 3 | $1,340,584 |
| State or municipal government entities (including government pension plans) | 1 | $17,190,008 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 9 | $13,635,511 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cravensco.com
- Facebook @CRAVENSCO
- LinkedIn @CRAVENS-&-COMPANY
- X @CRAVENSCO

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $156,253,760 | 6 | April 21, 2021 |
| October 2022 | $192,454,621 | 6 | March 31, 2022 |
| October 2023 | $195,795,512 | 6 | October 4, 2023 |
| October 2024 | $225,778,944 | 5 | March 27, 2024 |
| October 2025 | $248,355,878 | 5 | March 28, 2025 |
| October 2026 | $311,090,482 | 6 | May 14, 2026 |

Regulatory assets under management: $156,253,760 in the October 2021 data and $311,090,482 in the October 2026 data, up 99%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in FL.

### April 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $248,355,878 to $311,090,482 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cravens & Company Wealth Management (CRD 130071): Form ADV filing data as of October 2026.