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Cravens & Company Wealth Management

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Client assets under management

$277,383,028

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Clients

211

37% high-net-worth

Advisors

2

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

106

Very High

Average account size

$1,314,612

About

Cravens & Company Wealth Management serves high-net-worth families, executives, healthcare and legal professionals, and retirees, and also provides advisory and consulting services to sponsors of employee retirement and benefit plans and other business entities. The firm reports discretionary management of roughly $311 million in client assets and offers private client, family office, fixed-income, and business consulting services.

The firm describes a holistic, multi-generational planning process through its Private Client and Family Office programs that combines financial, tax, and estate planning with customized discretionary investment management and a proprietary web-based aggregation tool (CWIS). Investment selection uses charting, fundamental and technical analysis, and the brochure discloses the use of options, margin, and short sales in separately managed accounts, with tax considerations incorporated into recommendations.

Compared with many peers, the firm emphasizes Qualified Plan Fiduciary Services that include participant education and communication and other plan-sponsor support, services the brochure highlights alongside more typical wealth management offerings. The brochure also discloses that advisory representatives may be licensed insurance agents who receive separate commissions and that the firm has an affiliated name-image-likeness (NIL) collective and a family office offering with bookkeeping and concierge services, with stated policies to address related conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Wealth management Business exit / sale strategy Retirement income strategy General estate planning guidance Cash flow / budgeting

Occupation focus

Executive Doctor or Medical Professional Attorney Retired

Demographic focus

Established Professionals Retired

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Fee options

Fixed

Fixed fees for Private Client Service start at $10,000; Family Office Service fixed fees start at $20,000; Business Consulting project fees range from $2,500 to $10,000

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.55%

Project-based

Consulting hourly fees range from $50 to $300 per hour depending on staff level

Other

Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000, negotiable and may be waived at discretion Fee-only: Investment advisory fees based on assets under management; fixed fees for financial planning; hourly and project fees for consulting; all fees are fee-only (no commissions)

Main office location

Cravens & Company Wealth Management

1080 Interstate Drive

Cookeville TN 38501, United States

Number of offices

1

Most active in

More info

Georgia · Tennessee · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website (931) 528-6865

Advisors at this firm

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Caleb R

Series 65

Cookeville, TN

Cravens & Company Wealth Management

Caleb Rouse is a financial advisor at Cravens & Company Wealth Management in Cookeville, TN, holding a Series 65 designation with experience beginning in 2023. Prior to his advisory role, he worked in various positions including at Lowe's and Tennessee Tech University. Cravens & Company Wealth Management serves individuals, high-net-worth families, executives, healthcare and legal professionals, retirees, and business entities with services such as discretionary investment management, family office programs, and retirement plan fiduciary services. The firm emphasizes a collaborative, multi-generational approach integrating financial, tax, and estate planning alongside portfolio management.

Wealth management Business exit / sale strategy Retirement income strategy General estate planning guidance Cash flow / budgeting Executive Doctor or Medical Professional Attorney Retired Established Professionals Retired
user avatar

Wayne C

Series 63

Cookeville, TN

Cravens & Company Wealth Management

Wayne Cravens is a financial advisor at Cravens & Company Wealth Management with 38 years of industry experience. He holds a Series 63 designation and has worked at firms including Osaic Wealth, Inc., Progressive Savings Bank, and FSC Securities Corporation. Outside of advisory work, he is involved in managing a grocery-anchored retail development through his role with 10th Street Capital Partners, LLC. Cravens & Company Wealth Management serves individuals, high-net-worth families, executives, healthcare and legal professionals, retirees, and business entities. The firm offers discretionary investment management, private client and family office programs, and fiduciary services, utilizing a collaborative multi-generational approach that integrates financial, tax, and estate planning with portfolio management.

Wealth management Business exit / sale strategy Retirement income strategy General estate planning guidance Cash flow / budgeting Executive Doctor or Medical Professional Attorney Retired Established Professionals Retired
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