Cravens & Company Wealth Management, a small investment advisory firm headquartered in Cookeville, TN, is dedicated to providing exceptional financial services to its clients. With a single office location, the firm boasts a team of seven skilled professionals, three of whom specialize in delivering top-notch investment advisory services.
The firm manages an average of $65,270,000 in assets per investment advisor, reflecting the industry average. Their compensation structure is flexible and includes various options, such as a percentage of assets under management, fixed fees, and hourly charges. Although 401K and individual accounts make up less than 30% of their assets under management, Cravens & Company Wealth Management possesses the expertise to handle employer funds effectively. Notably, all the assets they manage are under discretionary management.
The firm's primary focus is serving high-net-worth individuals, who constitute the majority of their clientele. With over 150 individual clients and assets under management exceeding $195,796,000, Cravens & Company Wealth Management has earned a reputation for personalized attention and tailored investment strategies.
In addition to investment advisory services, the firm also offers additional financial solutions, serving as a registered representative of a broker-dealer and functioning as an insurance broker or agent. Their commitment to comprehensive financial services sets them apart in the industry.
Andrew Martin, one of the firm's registered advisors, stands as a testament to their stability and expertise, having been with Cravens & Company Wealth Management since 2023. With their wealth of experience and dedication to client success, Cravens & Company Wealth Management continues to provide trusted financial guidance and deliver exceptional results.