Cravens & Company Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Cravens & Company Advisors LLC
CRD #130071
SEC #801-112875
CIK #0001966116
AUM $225.8 MM (2024-03-27)
Employees 5 (40% Investors, 40% Brokers)
Phone931-528-6865
Address1080 Interstate Drive
Cookeville, TN 38501
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
2502001501005002008201320192025
CIK Period
0001966116
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
CornerStone Bancshares Inc 408.2 15.3
Facebook Inc 434,852.0 2.9
Broadcom Inc 201,282.9 2.2
Microsoft Corp 1,918,222.4 2.0
Chevron Corp 294,604.1 1.5
Alphabet Inc 1,482,566.4 1.5
Regeneron Pharmaceuticals Inc 65,294.8 1.3
Amazon Com Inc 1,092,997.8 1.3
Blackstone Group LP 69,051.8 1.3
Taiwan Semiconductor Manufacturing Co Ltd 437,370.3 1.2
AbbVie Inc 269,466.6 1.2
Boeing Co 82,059.9 1.2
J P Morgan Chase & Co 340,169.2 1.2
General Electric Co 72,511.8 1.1
Novo Nordisk A S 245,328.6 1.1
Tesla Motors Inc 723,390.3 1.1
EOG Resources Inc 69,295.8 1.1
Philip Morris International Inc 158,793.3 1.1
Vertex Pharmaceuticals Inc / Ma 70,632.1 1.1
Netflix Inc 79,791.6 1.0
 
 
 
 
 
 
 
 
 
 
 
Prev | Page 1 | Next
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
Terms | Privacy | Guide
tony@aum13f.com