SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Cravens Brothers Private Wealth Management LLC
Dallas, TX
CRD 162673
Firm filing updated May 21, 2026 ·
- $139.3MAssets
- 2Advisory staff
- 135Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals24
- High net worth individuals19
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 24 | $7.8 million |
| High net worth individuals | 19 | $130.0 million |
| Charitable organizations | Fewer than 5 clients | $1.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other: "PROJECT CONSULTING SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other: "PROJECT CONSULTING SERVICES"
Assets and accounts
- Regulatory assets$139.3 million
- Accounts135
People
- Employees2
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 162673, SEC file 801-136215.
- Registered with the SEC as an investment advisor (status date on record: May 8, 2026).
Is Cravens Brothers Private Wealth Management LLC a fiduciary?
Short answer: Cravens Brothers Private Wealth Management LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.