DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLC

CRD 162673

DALLAS, TX

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:c2e1c81a-c4d1-868b-c8b4-5edfe4f1df6d

Data as of May 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 21, 2026 to May 21, 2026
1 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=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $139MItem 5.F on the latest filing (2026-05-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $138MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $69.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 135
Individual clients: 24
High net worth clients: 19
SEC number: 801-136215
CRD: 162673
Filings on the tape: 1
First filed: May 21, 2026
Latest filed: May 21, 2026
Organised: Limited Liability Company, TX
Website: cravensbrothers.com

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
JOHN BEMIS CRAVENS	n/a	Dallas, TX \| DALLAS, TX \| PALM BEACH GARDENS, FL	14	33	3	no
Tracey Daniel	n/a	Dallas, TX \| PALM BEACH GARDENS, FL \| DALLAS, TX	8	10	n/a	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, JOHN, BEMIS	MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER	E	yes	04/2012	May 21, 2026	May 21, 2026

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
0	0	0	0.0%	0	0	0	0	0

Relationships

Controls (1)

← CRAVENS, JOHN, BEMISOwnerMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER, ownership code E, individual
May 21, 2026 to presentfactForm ADV

Registered with (2)

← Tracey DanielAdvisorregistration: current employment
Jan 26, 2018 to presentfactForm ADV
← JOHN BEMIS CRAVENSAdvisorregistration: current employment
Jun 5, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c2e1c81a-c4d1-868b-c8b4-5edfe4f1df6d
First observed: May 21, 2026
Last observed: May 21, 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 BROTHERS PRIVATE WEALTH MANAGEMENT LLC

CRD 162673

DALLAS, TX

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:c2e1c81a-c4d1-868b-c8b4-5edfe4f1df6d

Data as of May 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:19 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN BEMIS CRAVENS

n/a

Dallas, TX | DALLAS, TX | PALM BEACH GARDENS, FL

Tracey Daniel

n/a

Dallas, TX | PALM BEACH GARDENS, FL | DALLAS, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CRAVENS, JOHN, BEMIS

MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER

yes

04/2012

May 21, 2026

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%