Cravens & Co. Advisors, LLC
Cravens & Company Advisors, LLC is an SEC Registered Investment Advisor based in Cookeville, Tennessee. Founded to provide objective, fiduciary-based financial advice, the firm serves primarily individuals (including high net worth individuals), as well as a small number of pension plans, charitable organizations, municipal entities, and corporations. As of March 2024, the firm manages approximately $225.8 million in assets and employs 5 professionals. Cravens & Company focuses on building confidence for clients navigating complex financial decisions by delivering independent advice and personalized strategies.
Investment Strategy
Cravens & Company Advisors emphasizes fiduciary responsibility and independence, structuring investment strategies tailored to each client’s life goals and financial circumstances. The firm primarily serves individuals and high net worth clients, providing objective financial guidance and leadership. Their approach focuses on long-term asset management, creative wealth management solutions, and holistic planning, always prioritizing client interests through custom portfolios and risk-managed investment selections.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 10.72% | $14.4M | 400,819 | $26.13 | $35.84 | +$1.4M |
D DFEM | DIMENSIONAL ETF TRUST | 8.24% | $11.0M | 371,990 | $22.96 | $29.68 | +$1.2M |
D DBND | DOUBLELINE ETF TRUST | 7.32% | $9.8M | 212,011 | $45.69 | $46.24 | +$23.2K |
D DFIC | DIMENSIONAL ETF TRUST | 7.24% | $9.7M | 312,253 | $23.42 | $31.09 | +$1.1M |
V VMBS | VANGUARD SCOTTSDALE FDS | 7.14% | $9.6M | 206,507 | $46.13 | $46.34 | -$156.4K |