Cookeville, TN Office
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Cravens & Company Wealth Management
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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.
Based on Cravens & Company Wealth Management
Expertise
Based on Cravens & Company Wealth Management
Occupation focus
Based on Cravens & Company Wealth Management
Location
1080 Interstate Drive
Cookeville TN 38501
Advisors at this office
2
Advisors at this office
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.
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