# Cravens Brothers Private Wealth Management LLC

> Cravens Brothers Private Wealth Management LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 21, 2026.

- CRD: 162673
- Filed as: CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: May 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/162673
- AdvisorCensus page: https://advisorcensus.com/firm/cravens-brothers-private-wealth-management-llc-dallas-tx-162673

## Quick answers

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

**How much does Cravens Brothers Private Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated April 8, 2026 states: Subscription: $1,000 to $20,000 a year (Ongoing Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Cravens Brothers Private Wealth Management LLC located?**
Cravens Brothers Private Wealth Management LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Cravens Brothers Private Wealth Management LLC registered with the SEC or a state?**
Cravens Brothers Private Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 162673.

**How much does Cravens Brothers Private Wealth Management LLC manage?**
Cravens Brothers Private Wealth Management LLC reports $139,300,000 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (0% discretionary).

**What types of clients does Cravens Brothers Private Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24); high net worth individuals (19); charitable organizations (1).

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

**Does Cravens Brothers Private Wealth Management LLC 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/162673

**Does Cravens Brothers Private Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 8, 2026 says: "Cravens does not require a minimum to open an account."

**What changed in Cravens Brothers Private Wealth Management LLC's recent Form ADV filings?**
In the June 2026 filing data: Newly registered with the SEC.

## 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 April 8, 2026)

- Account minimum: None

> Cravens does not require a minimum to open an account.

- Subscription: $1,000 to $20,000 a year (Ongoing Financial Planning Services)

> The fee for this service will be based on fixed annual rate between $1,000 and $20,000

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Distributors Company LLC

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: $139,300,000
- Discretionary: $0
- Non-discretionary: $139,300,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $7,800,000 |
| High net worth individuals | 19 | $130,000,000 |
| Charitable organizations | 1 | $1,500,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cravensbrothers.com

## Changes in the filing (last 12 months)

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cravens Brothers Private Wealth Management LLC (CRD 162673): Form ADV filing data as of October 2026.