SourcingSourcing

CRAVENS & COMPANY ADVISORS, LLC

C43
CRD 130071·SEC 801-112875·COOKEVILLE, TN
AUM
$311.1M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$933K
@ 30% margin
Est. Deal Value
$7.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CRAVENS & COMPANY ADVISORS, LLC
CRD
130071
SEC file #
801-112875
EIN
—
DBA names
Cravens & Company Wealth Management

Economics

AUM
$311.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$144.6M → $311.1M▲ +115%
Client mix
Individuals Other133
Individuals High Net Worth78
Corporations9
Pension Profit Sharing Plans3
Charitable Organizations3

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
COOKEVILLE TN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
twitter.com/cravensco(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CRAVENS, WAYNE, HARRIS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
CRAVENS, WAYNE, HARRIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:twitter.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1506
Soi Zip Pct 200k Plus
0.0391
Soi Zip Returns 200k Plus
670
Soi Zip Total AGI
1,145,805
Fdic Zip Total Deposits
44,518,740,000
Fdic Zip Branch Count
718
Fdic Zip Top Banks
First Tennessee Bank, National Association
Regions Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Citizens BankCookeville, TN
Citizens BankCookeville, TN
Fdic Zip HHI
682.21
Fdic Zip Top Bank Share Pct
14.21
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI76,222
Returns5,830
Stub 2
AGI178,975
Returns4,980
Stub 3
AGI146,007
Returns2,390
Soi Zip Total Business Income
77,393
Soi Zip Total Cap Gains
70,108
Soi Zip Total Dividends
14,205
Soi Zip Total Returns
17,130
Top Owner CRD
1678991
Trust Company Affiliate
No

People (3)

3
CRAVENS, WAYNE, HARRIS
IAR · Direct Owner · 87.5%
1678991
CALEB ROUSE
IAR
7800113
Benjamin Arda Doty
IAR
5983229