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Cravens & Company Advisors LLC
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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) |
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CIK | Period |
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0001966116 | |
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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 | |
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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] |
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Archer Investment Management LLC
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|
TX | 0.2 |
Brooklyn FI LLC
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NY | 0.2 |
Lee Financial Group Hawaii Inc
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HI | 0.2 |
Koenig Investment Advisory LLC
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OR | 0.2 |
Kaufman Rossin Wealth LLC
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FL | 0.2 |
Summit Capital Inc
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OH | 0.2 |
Mack Investment Securities Inc
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|
IL | 0.2 |
Live Oak Investment Partners LLC
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|
TX | 0.2 |
TAR River Wealth Planning LLC
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|
NC | 0.2 |
KBC Holdings LLC
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|
MA | 0.2 |