Data / Investment advisers / Tennessee / Cravens & Company Wealth Management
Cravens & Company Wealth Management, Cookeville, TN: $311 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Cravens & Company Wealth Management is an SEC registered investment adviser with its main office in Cookeville, Tennessee and reports $311 million in regulatory assets under management in its Form ADV filed May 14, 2026. Its clients include high net worth individuals, individuals and state and municipal governments. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 130071
- SEC file number
- 801-112875
- SEC status
- Approved, effective April 19, 2018
- Legal name
- Cravens & Company Advisors, LLC
- Main office
- 1080 Interstate Drive, Cookeville, TN 38501
- Phone
- (931) 528-6865
- Regulatory AUM
- $311,090,482 in the Form ADV filed May 14, 2026
- Discretionary AUM
- $311,090,482
- Accounts
- 541
- Employees
- 6, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 78 | $241.9 million |
| Individuals (other than high net worth individuals) | 133 | $35.5 million |
| State or municipal government entities | 1 | $17.2 million |
| Corporations or other businesses | 9 | $13.6 million |
| Pension and profit sharing plans | 3 | $1.5 million |
| Charitable organizations | 3 | $1.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $311.1 million | March 13, 2026 |
| December 1, 2025 | $248.4 million | March 28, 2025 |
Other advisers in Tennessee
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Commerce Advisors, LLC | Memphis | $337.9 million | Not listed | adviserinfo.sec.gov |
| The Nalls Sherbakoff Group, LLC | Knoxville | $337.1 million | Not listed | adviserinfo.sec.gov |
| Rare Capital Management, LLC | Nashville | $333.6 million | 5 | adviserinfo.sec.gov |
| Wolf River Capital Management, LLC | Memphis | $328.7 million | 20 | adviserinfo.sec.gov |
| Templeton & Phillips Capital Management, LLC | Lookout Mountain | $314.2 million | 2 | adviserinfo.sec.gov |
| Mission Value Partners, LLC | Nashville | $303.2 million | 2 | adviserinfo.sec.gov |
| Luken Investment Analytics, LLC | Brentwood | $292.2 million | Not listed | adviserinfo.sec.gov |
| Apex Strategic Wealth, LLC | Chattanooga | $292.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Tennessee
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Cravens & Company Wealth Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.