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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-21-2004
- Office Locations
- 2
Office Locations
About Cravens & Company Wealth Management
Cravens & Co. Wealth Management is a Cookeville, TN-based SEC-registered, fiduciary RIA providing objective advice and leadership for individuals and families facing complex financial decisions. The team combines financial planning with portfolio construction and ongoing asset management, including retirement, estate, tax, insurance, and business-succession planning, with portfolios commonly implemented using ETFs, mutual funds, and fixed income. Schwab is a primary custodian, and the firm publishes client commentary via “The Advocate.”
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
WAYNE HARRIS CRAVENS
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #1678991
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Wayne Cravens
Lead Advisor and President
- CRD
- --
Benjamin Arda Doty
Director of Investments
- CRD
- #5983229
Ridge insight
Capital element
- CRD
- #61297
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $311,090,482 | $575,029 |
| Non-Discretionary | $0 | -- |
| Total | $311,090,482 | $575,029 |
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Separately Managed Accounts
Total SMA Asset: $311,090,482
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $339,578,255 | 22.6% |
| Cash | $453,772,713 | 30.2% |
| Equity - Exchange | $237,404,267 | 15.8% |
| U.S. Government/Agency | $96,163,754 | 6.4% |
| Municipal Bonds | $375,639,662 | 25.0% |
| Total | $1,502,558,651 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS RIDGE | QUANTUM LEGACY | 8RZFAIMWS | XOP | 8.39% | $62,558,211 |
| MERIDIAN MERIDIAN | MOMENTUM FOUNDATION | PEOC9RJD5 | FSV | 0.62% | $1,686,602 |
| MOMENTUM ALPHA EAGLE | CATALYST CREST | DVU6121DS | WZYR | 12.35% | $67,200,235 |
| BEACON LEGACY CREST | MOMENTUM DELTA | NAX0GLE1H | YILYX | 1.55% | $101,042,108 |
| ELEMENT EAGLE | RIDGE LEGACY | 0C9P4FURP | UPE | 0.75% | $22,553,375 |
| SIGNAL MATRIX VITAL | FOCUS EMBER | XAGANK80B | TJONQ | 1.57% | $119,890,794 |
| OAK EAGLE | FUSION MERIDIAN | J18Z6B1BB | AQCT | 8.73% | $29,446,675 |
| FOUNDATION RIDGE | PEAK HORIZON | JH2DG7J8H | YXW | 10.58% | $32,377,718 |