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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CRAVENS & COMPANY WEALTH MANAGEMENT

CRAVENS & COMPANY ADVISORS, LLC, CRD 130071

COOKEVILLE, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:00842a4c-e556-9b19-237d-49c0b8a0a3da

Data as of May 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 4
On other graphs: 0
Observed: Feb 29, 2012 to May 14, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $311MItem 5.F on the latest filing (2026-05-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $311M
Private client RAUM: $277MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $104Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 541
Individual clients: 133
High net worth clients: 78
Custody, client assets: $105M
SEC number: 801-112875
CRD: 130071
Filings on the tape: 27
First filed: Feb 29, 2012
Latest filed: May 14, 2026
Organised: Limited Liability Company, TN

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WAYNE HARRIS CRAVENS	n/a	COOKEVILLE, TN	13	39	3	no
CALEB ROUSE	n/a	COOKEVILLE, TN	0	10	n/a	no
Benjamin Arda Doty	Chartered Financial Analyst	COOKEVILLE, TN \| Gainesville, FL	0	15	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CRAVENS, WAYNE, HARRIS	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	yes	03/2007	Feb 29, 2012	Nov 27, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 13, 2026	$311M	$311M	6	3	0	n/a	n/a
2024	Mar 28, 2025	$248M	$248M	5	2	0	n/a	n/a
2023	Mar 27, 2024	$226M	$226M	5	2	0	n/a	n/a
2022	Mar 31, 2023	$196M	$196M	7	3	0	n/a	n/a
2021	Mar 31, 2022	$192M	$168M	6	2	0	n/a	n/a
2020	Mar 30, 2021	$156M	$141M	6	2	5	n/a	n/a
2019	Mar 17, 2020	$144M	$144M	6	2	5	n/a	n/a
2018	Mar 4, 2019	$175M	$165M	6	2	5	n/a	n/a
2011	Feb 29, 2012	$46.6M	$33.7M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	33.3%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$311M	$248M	25.3%	$196M	16.7%	6	5	0	0

Relationships

Registered with (6)

← Benjamin Arda DotyAdvisorregistration: current employment
May 20, 2026 to presentfactForm ADV
← CALEB ROUSEAdvisorregistration: current employment
Feb 5, 2026 to presentfactForm ADV
← WAYNE HARRIS CRAVENSAdvisorregistration: previous registration
Jun 21, 2004 to Dec 31, 2005factForm ADV
← WILLIAM WOODROW WELCHAdvisorregistration: previous registration
Mar 31, 2009 to Mar 24, 2026factForm ADV
← CHRISTOPHER G PETERSONAdvisorregistration: previous registration
May 14, 2016 to Mar 30, 2017factForm ADV
← Landon Douglas VickAdvisorregistration: previous registration
Jul 12, 2006 to May 20, 2013factForm ADV

Controls (1)

← CRAVENS, WAYNE, HARRISOwnerCHIEF COMPLIANCE OFFICER AND MANAGING MEMBER, ownership code E, individual
Feb 29, 2012 to Nov 27, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 24, 2026
Advisor changed firm
William Woodrow Welch left Cravens & Company Wealth Management for Fsc Securities Corporation (registered 2009-04-13)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2022
Control person left
Lee Stephen Rains (Shareholder) no longer on Schedule A of Cravens & Company Wealth Management (listed 2021-12-06, absent 2022-03-31)
Form ADVobserved 4 days ago
Occurred
Mar 19, 2018
First Form ADV filing
Cravens & Company Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Mar 31, 2022
Cravens & Company Wealth Management reported 0 offices beyond its principal office, down from 5 (2021-12-06 to 2022-03-31)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:00842a4c-e556-9b19-237d-49c0b8a0a3da
First observed: Feb 29, 2012
Last observed: May 14, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CRAVENS & COMPANY WEALTH MANAGEMENT

CRAVENS & COMPANY ADVISORS, LLC, CRD 130071

COOKEVILLE, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:00842a4c-e556-9b19-237d-49c0b8a0a3da

Data as of May 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:11 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WAYNE HARRIS CRAVENS

n/a

COOKEVILLE, TN

CALEB ROUSE

n/a

COOKEVILLE, TN

n/a

Benjamin Arda Doty

Chartered Financial Analyst

COOKEVILLE, TN | Gainesville, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CRAVENS, WAYNE, HARRIS

CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER

yes

03/2007

Feb 29, 2012

Nov 27, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 13, 2026

$311M

n/a

2024

Mar 28, 2025

$248M

n/a

2023

Mar 27, 2024

$226M

n/a

2022

Mar 31, 2023

$196M

n/a

2021

Mar 31, 2022

$192M

$168M

n/a

2020

Mar 30, 2021

$156M

$141M

n/a

2019

Mar 17, 2020

$144M

n/a

2018

Mar 4, 2019

$175M

$165M

n/a

2011

Feb 29, 2012

$46.6M

$33.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

33.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$311M

$248M

25.3%

$196M

16.7%