Cravens Brothers Private Wealth Management LLC: new SEC registration, $139M AUM, Dallas, TX
Cravens Brothers Private Wealth Management LLC (Dallas, Texas): new SEC registration, $139M AUM, Dallas, TX. Its amount of 139 is above the median of 134 (52nd percentile). Dated 180 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 139 · 52th percentile of 1,149 NewRiaPulse records · 1.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 85 related TX NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Cravens Brothers Private Wealth Management LLC |
| Legal name | Cravens Brothers Private Wealth Management LLC |
| CRD | 162673 |
| Status | Approved |
| Registered with the SEC | 2026-05-08 |
| Latest Form ADV filing | 2026-05-21 |
| Location | Dallas, TX, United States |
| Regulatory AUM | $139,300,000 |
| Accounts | 135 |
| Employees | 2 |
| Website | HTTP://WWW.CRAVENSBROTHERS.COM |
| amount percentile | 52th of 1,149 (median 134, 1.0x median) |
| Peer records CSV (86 TX records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-05-08
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Cravens Brothers Private Wealth Management LLC and 86 Texas peers
- Texas NewRiaPulse records like this one: 86
- Cravens Brothers Private Wealth Management LLC's amount: 52nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Texas peer: $17,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $139M under management.
- Website on file.
What is the NewRiaPulse record for Cravens Brothers Private Wealth Management LLC in Dallas, Texas?
Cravens Brothers Private Wealth Management LLC received SEC registration as an investment adviser (2026-05-08) with $139,300,000 in regulatory assets under management, based in Dallas, TX.
How does Cravens Brothers Private Wealth Management LLC compare to other Texas NewRiaPulse records?
Its amount of 139 sits in the upper half (52th percentile) of 1,149 records; the median is 134. It is 180 days old; check the official source for later updates before acting.
Cravens Brothers Private Wealth Management LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Cravens Brothers Private Wealth Management LLC | Dallas, TX | 139 | 52nd | 2026-05-08 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.