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CRAVENS & COMPANY WEALTH MANAGEMENT

COOKEVILLE, TN · CRD 130071 · IAPD ↗ · (931) 528-6865

$311.1MRegulatory AUM
3Advisory reps
6Employees
0Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — CRAVENS & COMPANY WEALTH MANAGEMENT notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — CRAVENS & COMPANY WEALTH MANAGEMENT reported RAUM up 25% ($248.4M -> $311.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2026 — CRAVENS & COMPANY WEALTH MANAGEMENT reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2025 — CRAVENS & COMPANY WEALTH MANAGEMENT now reports custody of client assets ($59.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.