A complete list of active advisors currently associated with Cravens Brothers Private Wealth Management LLC

Warmer can help you find a great advisor at Cravens Brothers Private Wealth Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Cravens Brothers Private Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
John Cravens	Dallas, TX	33
Tracey Daniel	Dallas, TX	8

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