WC
Wayne H. Cravens
CRAVENS & COMPANY WEALTH MANAGEMENT
Cookeville, TN 38501
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CRD#: 1678991
WC
Professional summary
Wayne Harris Cravens is a registered financial advisor currently at CRAVENS & COMPANY WEALTH MANAGEMENT located in Cookeville, Tennessee.
Wayne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Wayne has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. CRAVENS & COMPANY ADVISORS, LLC POSITION: Owner/INVESTMENT ADVISOR REPRESENTATIVE NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS 200 SECURITIES TRADING HOURS: 200 START DATE: 03/01/2003 ADDRESS: 1080 Interstate Dr, Cookeville TN 38501, United States DESCRIPTION: Provide Advisory Services 2. CRAVENS & COMPANY, LLC POSITION: owner NATURE: Insurance sales and service INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/23/2020 ADDRESS: 1080 Interstate Drive, Cookeville TN 38501, United States DESCRIPTION: Insurance sales and service 3. 10TH STREET CAPITAL PARTNERS, LLC POSITION: Member NATURE: 10th Street Capital Partners, LLC (10th) was formed for my investment in BSM Cookeville, LLC (BSM). BSM is a single asset entity formed for the development of a grocery anchored, neighborhood center. 10th owns 50% of BSM. Two of the outparcels of the center have been partitioned off and are owned by a new LLC called BSM Cookeville, Lot 4 (BSM L4), LLC. 10th is a 50% owner in BSM L4 and the other 50 % is owned by BSM Investments VI, LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 02/01/2021 ADDRESS: 1080 Interstate Drive, Cookeville TN 38501, United States DESCRIPTION: Participate with the other members in managing our ownership of BSM Cookeville, LLC and BSM Cookeville, Lot 4, LLC. 4. BSM COOKEVILLE, LLC POSITION: Financial Manager NATURE: Real estate development and management of a grocery-anchored, neighborhood center. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/08/2019 ADDRESS: 3011 ARMORY DR, STE 120, NASHVILLE TN 37204-3721, United States DESCRIPTION: To participate in the management, further development and leasing of a grocery anchored retail development in Cookeville, TN. Baker Storey, McDonald, is the Operations Manager and they handle all funds, payments, receipts, leasing, etc. We own Class A units of BSM Cookeville LLC indirectly through 10th Street Capital Partners LLC and I own class B units directly. Carl Story and David Baker are indirect owners of BSM Cookeville, LLC through another company, BSM Investments V, LLC. I have no ownership in that entity. 5. BSM COOKEVILLE LOT 4, LLC POSITION: shareholder NATURE: LLC created for the development and discussions of two real estate parcels of a larger real estate development. We own Class A units of BSM Cookeville Lot 4, LLC indirectly through 10th Street Capital Partners LLC. David Baker is an indirect owner of BSM Cookeville Lot 4, LLC through another company, BSM Investments VI, LLC. I have no ownership in that entity.? INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/03/2024 ADDRESS: c/o Baker Storey McDonald Properties, 3011 ARMORY DR, SUITE 120 NASHVILLE TN 37204, Nashville TN 37204, United States DESCRIPTION: To participate in the discussions and further development and leasing of two individual parcels of a grocery anchored retail development in Cookeville, TN. Baker Storey, McDonald, is the Operations Manager and they handle all funds, payments, receipts, leasing, etc. David Baker is an indirect owner of BSM Cookeville Lot 4,LLC through another company, BSM Investments VI, LLC. I have no ownership in that entity.
CRS (Client Relationship Summary) - RIA
Click below to view Wayne Harris Cravens's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 12, 2006 - Present
CRAVENS & COMPANY WEALTH MANAGEMENT
Office #1: 1080 Interstate Drive, Cookeville, TN 38501RIA
CRD#: 130071
Cookeville, TN
Past
November 3, 2023 - December 31, 2023
OSAIC WEALTH, INC.
RIA
CRD#: 23131
COOKEVILLE, TN
Past
November 3, 2023 - November 6, 2024
OSAIC WEALTH, INC.
BD
CRD#: 23131
COOKEVILLE, TN
Past
June 21, 2004 - December 31, 2005
CRAVENS & COMPANY WEALTH MANAGEMENT
RIA
CRD#: 130071
KNOXVILLE, TN
Past
March 15, 2004 - November 3, 2023
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
COOKEVILLE, TN
Past
November 4, 1996 - November 3, 2023
FSC SECURITIES CORPORATION
BD
CRD#: 7461
COOKEVILLE, TN
Past
August 10, 1987 - November 18, 1996
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
C&
CRAVENS & COMPANY WEALTH MANAGEMENT
CRAVENS & COMPANY ADVISORS, LLC | CRAVENS & COMPANY WEALTH MANAGEMENT
CRD#: 130071 / SEC#: 801-112875
RIA
Registered Investment Advisory firm - (4/19/2018 Approved)Georgia
Registered Investment Advisory firm - (4/24/2018 Terminated)Tennessee
Registered Investment Advisory firm - (4/25/2018 Terminated)Texas
Registered Investment Advisory firm - (4/24/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(12/20/2012)
IAR
Tennessee(7/12/2006)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
C&
CRAVENS & COMPANY WEALTH MANAGEMENT
CRAVENS & COMPANY ADVISORS, LLC | CRAVENS & COMPANY WEALTH MANAGEMENT
CRD#: 130071 / SEC#: 801-112875
RIA
Registered Investment Advisory firm - (4/19/2018 Approved)Georgia
Registered Investment Advisory firm - (4/24/2018 Terminated)Tennessee
Registered Investment Advisory firm - (4/25/2018 Terminated)Texas
Registered Investment Advisory firm - (4/24/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1080 Interstate Drive, Cookeville, TN 38501
Mailing Address
Phone number
(931) 528-6865
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 542 |
| AUM (Assets Under Management) | $ 248,355,878 |
Red Flags
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Company Information
CRAVENS & COMPANY WEALTH MANAGEMENT
CRD#: 130071Cookeville, TN 38501TRUST BUT VERIFY
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Contact information
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