Caleb Rouse
Investment adviser representative at Cravens & Company Wealth Management
10 yearsExperience
1 stateRegistered in
$311.1MFirm assets
8 yearsFirm in business
Are you Caleb Rouse? Claim your profile
Contact this firm
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
10 years in the industry.
- Cravens & Company Wealth ManagementAug 2023 to now
- Lowe'sMay 2023 to Aug 2023
- Tennessee Tech UniversityAug 2020 to May 2024
- Independent LanscapingMay 2020 to Aug 2020
- Zips Car WashDec 2018 to Mar 2019
- Maryville High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 7800113
- Firm CRD
- 130071