Cravens & Company Wealth Management's Form ADV discloses 1.25% on the first $1 million, 1.00% on the next $2 million, 0.75% on the next $2 million, and 0.55% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #130071), Cravens & Company Wealth Management is subject to fiduciary duty under federal law.
Cravens & Company Wealth Management is headquartered in COOKEVILLE, TN.
Cravens & Company Wealth Management serves 78 high-net-worth clients according to their SEC filing dated May 14, 2026. View client details ↓
According to their SEC Form ADV, Cravens & Company Wealth Management offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
Cravens & Company Wealth Management manages $311 million in client assets according to their SEC filing dated May 14, 2026.
According to their SEC Form ADV, Cravens & Company Wealth Management serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓