Cravens Brothers Private Wealth Management LLC

Cravens Brothers Private Wealth Management LLC is a small advisory firm with two advisors managing roughly $139.3 million for about 43 clients, primarily individuals including high‑net‑worth clients as well as charitable and business organizations. The firm provides ongoing asset management on a non‑discretionary basis and offers financial planning and consulting through hourly, fixed and ongoing engagements.

Investment decisions are implemented with client consent on each transaction; the firm uses fundamental and technical analysis and incorporates Monte Carlo simulations in its planning and risk assessments. Its disclosed strategies include option writing and margin/borrowing in separately managed accounts, with attendant risk disclosures and client approval processes.

Distinctive features include that the firm reports its entire AUM as non‑discretionary, which is uncommon for supported firms and implies frequent client‑level trade approvals and oversight. The firm also uses derivatives and borrowing within separately managed accounts—practices that are relatively rare among peers—and does not vote client proxies, leaving proxy voting to clients.