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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cravens & Company Advisors LLC
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|---|---|
| CRD # | 130071 |
| SEC # | 801-112875 |
| CIK # | 0001966116 |
| AUM | $248.4 M (2025-03-28) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 931-528-6865 |
| Address | 1080 Interstate Drive Cookeville, TN 38501 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| CornerStone Bancshares Inc | 9.4 | ||
| Facebook Inc | 3.1 | ||
| Broadcom Inc | 2.3 | ||
| Microsoft Corp | 2.2 | ||
| Starbucks Corp | 1.9 | ||
| Boeing Co | 1.9 | ||
| Philip Morris International Inc | 1.8 | ||
| Alphabet Inc | 1.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.6 | ||
| J P Morgan Chase & Co | 1.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 145 | 38.6 |
| (b) Individuals (high net worth individuals) | 69 | 178.1 |
| (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 | 1.1 |
| (h) Charitable organizations | 3 | 1.0 |
| (i) State or municipal government entities | 1 | 16.5 |
| (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 | 13.1 |
| (n) Other | 0 | 0.0 |
| Total | 542 | 248.4 |
| By Discretionary | ||
| Discretionary | 542 | 248.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 542 | 248.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 248.4 | |
| Total | 542 | 248.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001966116] |
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