Cravens Brothers Private Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$137,800,000
Clients
43
Advisors
2
of 2 employees
About
Cravens Brothers Private Wealth Management provides investment advisory and financial planning services to individuals, high‑net‑worth clients, charitable organizations and business entities. The firm offers ongoing portfolio management on a non‑discretionary basis and delivers financial planning and consulting through hourly, fixed‑fee, or ongoing engagements.
The firm operates primarily in a non‑discretionary model, obtaining client approval before executing each transaction, and conducts account reviews at least quarterly. Its investment process combines fundamental and technical analysis with Monte Carlo simulation for planning and acknowledges the use of strategies such as options trading and margin in client accounts, along with the attendant risks described in the brochure.
Compared with many peers, Cravens reports $139.3 million in assets under management—all reported as non‑discretionary as of December 31, 2025—and expressly discloses the use of borrowing and derivatives in separately managed accounts. The brochure also notes the firm is not authorized to aggregate client transactions, a practice that can affect trade execution and operational handling relative to larger advisers.
Client services
Expertise
Fee options
Financial planning flat fees range from $1,000 to $20,000
$0 - $5,000,000: 0.90% for Equity/Balanced, 0.50% for Fixed Income Only $5,000,001 - $15,000,000: 0.75% for Equity/Balanced, 0.40% for Fixed Income Only $15,000,001 - $50,000,000: 0.50% for Equity/Balanced, 0.30% for Fixed Income Only $50,000,001+: 0.40% for Equity/Balanced, 0.25% for Fixed Income Only
$300 per hour for financial planning services
Fee-only: Hourly financial planning fee of $300/hour; Fixed fee financial planning between $1,000 and $20,000; Ongoing financial planning fees based on fixed annual rate between $1,000 and $20,000 or tiered percentage of net assets: 0.45% for first $10M, 0.35% for next $15M, 0.20% over $25M
Main office
1801 N. Lamar St., Suite 550
Dallas TX 75202
Advisors at this office
2
Most active in
Arkansas · Texas
Also doing business as
Cravens Brothers Private Wealth Management · Cravens Brothers Private Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Tracey D
Series 65
Dallas, TX
Cravens Brothers Private Wealth Management LLC
Tracey Daniel is a Series 65 licensed financial advisor with eight years of industry experience. She has worked at Cravens Brothers Private Wealth Management LLC since 2016 and joined Gladstone Wealth Partners in 2026. Outside of her advisory role, she serves as Secretary/Treasurer for the TreeTops 2 Condos Homeowners Association in Dallas, a volunteer position involving record-keeping and meeting minutes. Cravens Brothers Private Wealth Management provides investment advisory and financial planning services primarily on a non-discretionary basis to individuals, high-net-worth clients, charitable organizations, and business entities. The firm combines fundamental and technical analysis with Monte Carlo simulation in its investment process and manages approximately $139.3 million in assets as of year-end 2025.
John C
Series 63, Series 65
Dallas, TX
Cravens Brothers Private Wealth Management LLC
John Cravens is a financial advisor with Cravens Brothers Private Wealth Management LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has previously worked at Gladstone Wealth Partners, Grs Partners LLC, and Wavecrest Securities LLC. He is also the owner of Genbeem LLC, which holds passive investments in oil and gas ventures in Texas. Cravens Brothers Private Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities, primarily operating on a non-discretionary basis. The firm combines fundamental and technical analysis with Monte Carlo simulation in its investment process and manages approximately $139.3 million in assets, focusing on client approval for each transaction.
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