Cravens & Company Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$277,383,028
Clients
211
Advisors
3
across 2 offices
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
Expertise
Occupation focus
Demographic focus
Fee options
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
$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%
Consulting hourly fees range from $50 to $300 per hour depending on staff level
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
See office1080 Interstate Drive
Cookeville TN 38501
Advisors at this office
2
Offices (2)
Most active in
Florida · Georgia · Tennessee · Texas
Also doing business as
Cravens & Company Advisors, LLC · Cravens & Company Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Caleb R
Series 65
Cookeville, TN
Cravens & Company Wealth Management
Caleb Rouse is a financial advisor at Cravens & Company Wealth Management in Cookeville, TN. He holds a Series 65 designation and has been with the firm since 2023. Prior to joining Cravens & Company, he has experience working in retail at Lowe's and has held roles in landscaping and education. Cravens & Company Wealth Management serves high-net-worth families, executives, healthcare and legal professionals, and retirees, offering a range of services including private client, family office, fixed-income, and business consulting. The firm emphasizes a holistic, multi-generational planning approach combined with discretionary investment management and Qualified Plan Fiduciary Services.
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.
Benjamin D
CFA®, Series 66
Gainesville, FL
Cravens & Company Wealth Management
Benjamin Doty is a CFA® charterholder with 14 years of industry experience. He is currently with Cravens & Company Wealth Management and has prior experience at MassMutual Life Insurance Co, MML Investors Services, Valmark Securities, and Koss Olinger Financial. Outside of his advisory work, he is involved with Caretaker. Cravens & Company Wealth Management serves high-net-worth families, executives, healthcare and legal professionals, retirees, and business entities, offering a range of services including private client and family office programs, discretionary investment management, and qualified plan fiduciary services.
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