Hedge Fund Database

CRAVENS & COMPANY WEALTH MANAGEMENT

CRAVENS & COMPANY ADVISORS, LLC Legal Name

Adviser information for CRAVENS & COMPANY WEALTH MANAGEMENT last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Tennessee, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 2
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 3
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 517 $225.8M
Non-Discretionary 0 $0
Total 517 $225.8M

Clients

Type Number RAUM
Individuals 139 $32.7M
HNW Individuals 66 $163.9M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $1.7M
Charitable organizations <5 $1.1M
State or municipal gov entities <5 $15.8M
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 8 $10.7M
Other 0 $0
Type Number
No. of Non-RAUM Clients 5
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesEducational seminars/workshops
Compensation % of AUMHourly chargesFixed fees
Other Business Activities Registered representative of a broker-dealerInsurance broker or agent

Identifiers

SEC RIA File Number 801-112875
SEC ERA File Number 801-112875
SEC CIK Numbers 1966116
SEC CRD Numbers 130071
Legal Entity Identifier None

Principal Office

1080 INTERSTATE DRIVE
COOKEVILLE
TN
United States
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Tel: (931) 528-6865, Fax: (931) 646-3619

Websites

www.facebook.com/cravensco www.twitter.com/cravensco www.cravensco.com www.linkedin.com/company/cravens-&-company

Chief Compliance Officer

WAYNE H. CRAVENS
PRESIDENT
1080 INTERSTATE DRIVE
COOKEVILLE
TN
United States
Tel: (931) 528-6865
(Full email address available in API data)

Regulatory Contact

SANDRA WILSON
DIRECTOR OF OPERATIONS AND CLIENT SERVICES
1080 INTERSTATE DR.
COOKEVILLE
TN
United States
Tel: 931-528-6865
Fax: 931-646-3619
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
CRAVENS, WAYNE, HARRIS Individual – CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER 03/2007 > 75%

No. Employees, Historic

10502020202120222023202420256 on 3/17/20206 on 6/29/20206 on 3/30/20216 on 4/21/20216 on 12/6/20216 on 3/31/20227 on 2/23/20237 on 3/31/20237 on 5/1/20236 on 9/12/20236 on 10/4/20235 on 11/14/20235 on 3/27/2024

RAUM, Historic

300M150M0202020212022202320242025143675358 on 3/17/2020143675358 on 6/29/2020156253760 on 3/30/2021156253760 on 4/21/2021156253760 on 12/6/2021192454621 on 3/31/2022192454621 on 2/23/2023195795512 on 3/31/2023195795512 on 5/1/2023195795512 on 9/12/2023195795512 on 10/4/2023195795512 on 11/14/2023225778944 on 3/27/2024

No. Clients, Historic

5002500202020212022202320242025466 on 3/17/2020466 on 6/29/2020297 on 3/30/2021297 on 4/21/2021297 on 12/6/2021211 on 3/31/2022211 on 2/23/2023220 on 3/31/2023220 on 5/1/2023220 on 9/12/2023220 on 10/4/2023220 on 11/14/2023221 on 3/27/2024

Holdings

From latest 13F, filed August 1st, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 1M 10K 0
ABBVIE INC COM 1M 7K 0
ADVISORSHARES TR PURE US CANNABIS 362K 49K 0
AFFIRM HLDGS INC COM CL A 414K 14K 0
AIRBNB INC COM CL A 421K 3K 0
ALPHABET INC CAP STK CL C 2M 8K 0
ALTRIA GROUP INC COM 380K 8K 0
AMAZON COM INC COM 1M 7K 0
APPLE INC COM 697K 3K 0
BLACKSTONE INC COM 1M 10K 0
BLOCK INC CL A 355K 6K 0
BOEING CO COM 1M 6K 0
BRISTOL-MYERS SQUIBB CO COM 243K 6K 0
BROADCOM INC COM 2M 1K 0
CANADIAN NAT RES LTD COM 355K 10K 0
CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI 451K 14K 0
CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 205K 7K 0
CENOVUS ENERGY INC COM 426K 22K 0
CHEVRON CORP NEW COM 2M 10K 0
CLOUDFLARE INC CL A COM 434K 5K 0
CME GROUP INC COM 953K 5K 0
COCA COLA CO COM 230K 4K 0
CROWN CASTLE INC COM 250K 3K 0
DIMENSIONAL ETF TRUST US CORE EQUITY 2 13M 401K 0
DIMENSIONAL ETF TRUST US SMALL CAP VAL 3M 113K 0
DIMENSIONAL ETF TRUST INTL CORE EQUITY 7M 284K 0
DIMENSIONAL ETF TRUST EMERGING MKTS CO 9M 354K 0
DOLLAR GEN CORP NEW COM 887K 7K 0
DOUBLELINE ETF TRUST MORTGAGE ETF 1M 24K 0
DOUBLELINE ETF TRUST OPPORTUNISTIC BD 10M 213K 0
DUKE ENERGY CORP NEW COM NEW 296K 3K 0
EOG RES INC COM 1M 9K 0
FIRST FINL BANCORP OH COM 215K 10K 0
FORD MTR CO DEL COM 180K 14K 0
GE AEROSPACE COM NEW 1M 7K 0
GOLDMAN SACHS ETF TR ACTIVEBETA JAP 666K 18K 0
GSK PLC SPONSORED ADR 321K 8K 0
ISHARES TR CORE S&P500 ETF 493K 900 0
ISHARES TR TRS FLT RT BD 5M 89K 0
JPMORGAN CHASE & CO. COM 1M 6K 0
L3HARRIS TECHNOLOGIES INC COM 341K 2K 0
LOWES COS INC COM 956K 4K 0
META PLATFORMS INC CL A 3M 6K 0
MICROSOFT CORP COM 2M 5K 0
MONDAY COM LTD SHS 548K 2K 0
NETFLIX INC COM 1M 2K 0
NOVARTIS AG SPONSORED ADR 373K 4K 0
NOVO-NORDISK A S ADR 1M 8K 0
PHILIP MORRIS INTL INC COM 1M 11K 0
REGENERON PHARMACEUTICALS COM 1M 1K 0
REGIONS FINANCIAL CORP NEW COM 288K 14K 0
RIO TINTO PLC SPONSORED ADR 884K 13K 0
RTX CORPORATION COM 986K 10K 0
SEA LTD SPONSORD ADS 581K 8K 0
SHOPIFY INC CL A 866K 13K 0
SMARTFINANCIAL INC COM NEW 15M 646K 0
STARBUCKS CORP COM 997K 13K 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 1M 7K 0
TC ENERGY CORP COM 273K 7K 0
TESLA INC COM 1M 6K 0
TOAST INC CL A 484K 19K 0
TRUIST FINL CORP COM 804K 21K 0
VALE S A SPONSORED ADS 253K 23K 0
VANGUARD INDEX FDS MCAP VL IDXVIP 235K 2K 0
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 8M 129K 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 9M 155K 0
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 9M 191K 0
VERTEX ENERGY INC COM 12K 13K 0
VERTEX PHARMACEUTICALS INC COM 1M 2K 0
WELLS FARGO CO NEW COM 245K 4K 0