Cravens Brothers Private Wealth Management LLC's Form ADV discloses 0.90% on the first $5 million, 0.75% on the next $10 million, 0.50% on the next $35 million, and 0.40% on assets above $50 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #162673), Cravens Brothers Private Wealth Management LLC is subject to fiduciary duty under federal law.
Cravens Brothers Private Wealth Management LLC is headquartered in DALLAS, TX.
Cravens Brothers Private Wealth Management LLC serves 19 high-net-worth clients according to their SEC filing dated May 21, 2026. View client details ↓
According to their SEC Form ADV, Cravens Brothers Private Wealth Management LLC offers financial planning and portfolio management for individuals. View all service details ↓
Cravens Brothers Private Wealth Management LLC manages $139 million in client assets according to their SEC filing dated May 21, 2026.
According to their SEC Form ADV, Cravens Brothers Private Wealth Management LLC serves high-net-worth individuals. View client details ↓