Overview
Assets Under Management: $226 million
Headquarters: COOKEVILLE, TN
High-Net-Worth Clients: 69
Average Client Assets: $3 million
Frequently Asked Questions
CRAVENS & COMPANY ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130071), CRAVENS & COMPANY ADVISORS, LLC is subject to fiduciary duty under federal law.
CRAVENS & COMPANY ADVISORS, LLC is headquartered in COOKEVILLE, TN.
CRAVENS & COMPANY ADVISORS, LLC serves 69 high-net-worth clients according to their SEC filing dated November 27, 2024. View client details ↓
According to their SEC Form ADV, CRAVENS & COMPANY ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
CRAVENS & COMPANY ADVISORS, LLC manages $226 million in client assets according to their SEC filing dated November 27, 2024.
According to their SEC Form ADV, CRAVENS & COMPANY ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.70
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 517
Discretionary Accounts: 517
Regulatory Filings
CRD Number: 130071
Last Filing Date: 2024-11-27 00:00:00
Website: https://cravensco.com