|
⚲
|
| Cravens & Company Advisors LLC
✚
| |
|---|---|
| CRD # | 130071 |
| SEC # | 801-112875 |
| CIK # | 0001966116 |
| AUM | $225.8 MM (2024-03-27) |
| Employees | 5 (40% Investors, 40% Brokers) |
| Phone | 931-528-6865 |
| Address | 1080 Interstate Drive Cookeville, TN 38501 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SMBK | 408.2 | 15.3 | |
| META | 434,852.0 | 2.9 | |
| AVGO | 201,282.9 | 2.2 | |
| MSFT | 1,918,222.4 | 2.0 | |
| CVX | 294,604.1 | 1.5 | |
| GOOG | 1,482,566.4 | 1.5 | |
| REGN | 65,294.8 | 1.3 | |
| AMZN | 1,092,997.8 | 1.3 | |
| BX | 69,051.8 | 1.3 | |
| TSM | 437,370.3 | 1.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139 | 32.7 |
| (b) Individuals (high net worth individuals) | 66 | 163.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 1.7 |
| (h) Charitable organizations | 4 | 1.1 |
| (i) State or municipal government entities | 1 | 15.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 10.7 |
| (n) Other | 0 | 0.0 |
| Total | 517 | 225.8 |
| By Discretionary | ||
| Discretionary | 517 | 225.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 517 | 225.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 225.8 | |
| Total | 517 | 225.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001966116] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Archer Investment Management LLC
✚
|
TX | 0.2 |
|
Brooklyn FI LLC
✚
|
NY | 0.2 |
|
Lee Financial Group Hawaii Inc
✚
|
HI | 0.2 |
|
Koenig Investment Advisory LLC
✚
|
OR | 0.2 |
|
Kaufman Rossin Wealth LLC
✚
|
FL | 0.2 |
|
Summit Capital Inc
✚
|
OH | 0.2 |
|
Mack Investment Securities Inc
✚
|
IL | 0.2 |
|
Live Oak Investment Partners LLC
✚
|
TX | 0.2 |
|
TAR River Wealth Planning LLC
✚
|
NC | 0.2 |
|
KBC Holdings LLC
✚
|
MA | 0.2 |