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Cravens & Company Advisors, LLC

EST. AUM
$311,090,482

CONTACTS

CLIENT ACCOUNTS
541

Firm Details

Metro area Nashville
CRD Number 130071
Website cravensco.com
Client types

Overview

Cravens & Company Wealth Management is an SEC-registered investment advisory firm based in Cookeville, Tennessee. Founded in 2003 by Wayne Cravens, the firm provides holistic wealth management, private client services, and family office solutions. The firm operates on a fee-only basis, focusing on high-net-worth families, business owners, and medical professionals. The general investment approach is collaborative and multi-generational, utilizing a proprietary "Comprehensive Wealth/Investment System" (CWIS) to monitor global asset allocation and risk.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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