C
CRD: 162673
Cravens Brothers Private Wealth Management LLC
$139.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
47 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-05-2012
- Office Locations
- 1
Office Locations
1801 N. Lamar St. Suite 550 Dallas TX
About Cravens Brothers Private Wealth Management LLC
Cravens Brothers Private Wealth Management is a Dallas-based RIA providing tailored financial planning and asset management for individuals and entrepreneurs. The firm focuses on portfolio construction and risk-managed asset allocation using ETFs, mutual funds, and fixed income, alongside estate, tax, and insurance planning. Primary custody is through Fidelity/NFS.
Team overview
63 AVG AGE
$69.7M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
11.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
See the complete signal summary connected to quantum.
Unlock to see real insight on pioneer vector.
Unlock to compare peer behavior around optima north.
Unlock to see real insight on vertex harbor.
Upgrade to reveal position-level detail across beacon horizon.
Full visibility includes strategy notes for peak radial vital.
Unlock to compare peer behavior around zenith signal.
Unlock to compare peer behavior around value pathway.
Asset Classes
Beacon Atlas
Client Personas
Harbor
Investment Themes
Glacier Meridian alpha Capital
Investment Vehicles
Prime wave
Services
Signal Optima pioneer Timber Unison unison Value delta Wave pathway
Owner & Executives
J
JOHN BEMIS CRAVENS
Managing Director
- CRD
- #2234163
- Ownership
- 75% or more
(859) 658-4847
ridge.catalyst@focuscapital.com
in linkedin.com/in/wave-optima
Showing 1 of 1 owners & executives
Unlock allContacts
T
Tracey Daniel
Financial Advisor, General Partner
- CRD
- #6867410
(387) 269-8188
glacier.beacon@peakcapital.com
in linkedin.com/in/fusion-quantum
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $139,300,000 | $1,031,852 |
| Total | $139,300,000 | $1,031,852 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $139,300,000
Equity - Exchange:
12.6% Public Funds:
11.7% Cash:
14.1% U.S. Government/Agency:
17.8% Municipal Bonds:
18.7% Corporate - Investment Grade:
25.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $956,406,159 | 12.6% |
| Public Funds | $888,091,434 | 11.7% |
| Cash | $1,070,264,035 | 14.1% |
| U.S. Government/Agency | $1,351,113,463 | 17.8% |
| Municipal Bonds | $1,419,428,189 | 18.7% |
| Corporate - Investment Grade | $1,905,221,794 | 25.1% |
| Total | $7,590,525,074 | 100.0% |