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Benjamin Arda Doty

Investment adviser representative at Cravens & Company Wealth Management
15 yearsExperience
2 statesRegistered in
CFADesignation
$311.1MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

15 years in the industry.

  1. Cravens & Company Wealth ManagementMay 2026 to now
  2. CaretakerJan 2025 to now
  3. Massmutual Life Insurance CoMay 2025 to May 2026
  4. MML Investors Services, LLCMay 2025 to May 2026
  5. Valmark Securities, Inc.Sep 2011 to Dec 2024
  6. Koss Olinger FinancialJul 2011 to Dec 2024

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 2 states (FL, TN).

Cravens & Company Wealth Management

Legal name: Cravens & Company Advisors, LLC

$311.1MAssets managed
227Clients
3Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5983229
Firm CRD
130071
Advisor's SEC record (opens in a new tab)
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