How does the advisor help clients – Key Takeaways:
CRAVEN CAPITAL LLC is a financial advisory firm that provides personalized and comprehensive financial planning and investment management services to individuals, families, and businesses. With over twenty years of experience in the industry, they have established themselves as a trusted partner for clients seeking expert financial advice.
Their team of financial experts works closely with clients to understand their unique financial goals and develop tailored strategies to help them achieve their objectives. They have a client-centric approach, focusing on building long-term relationships and delivering personalized solutions that align with each client’s specific needs.
Facts and Insights
At CRAVEN CAPITAL LLC, their main goal is to help clients achieve financial success through sound and strategic financial management. They offer a wide range of services, including investment management, retirement planning, tax planning, insurance planning, and estate planning.
Their team stays up-to-date on the latest market trends, economic conditions, and industry insights to provide clients with informed and data-driven recommendations. They also regularly educate and communicate with clients about their financial plans, ensuring they understand their options and can make informed decisions about their finances.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 20+ years |
Financial Services Offered
At CRAVEN CAPITAL LLC, clients can access a wide range of financial services to help them meet their goals, including:
- Investment management
- Retirement planning
- Tax planning
- Insurance planning
- Estate planning
Client Types
CRAVEN CAPITAL LLC works with a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High-net-worth individuals
Fees & Compensation
CRAVEN CAPITAL LLC charges a percentage of assets under management as their main fee structure. This ensures their interests are aligned with that of their clients, as their compensation is based on the performance of their clients’ investments. They may also charge an hourly or fixed fee for financial planning and other services, depending on the scope and complexity of the client’s needs.
Background
CRAVEN CAPITAL LLC was founded in 2000 by John Craven, a highly experienced and reputable financial advisor with a strong background in accounting and financial planning. His team at CRAVEN CAPITAL LLC includes several other knowledgeable and qualified advisors, ensuring clients benefit from a diverse range of expertise and perspectives.
Financial Advisor Disclosures to Know
As a registered investment advisor, CRAVEN CAPITAL LLC has a fiduciary duty to act in the best interests of their clients. This means they must always prioritize their clients’ needs and make recommendations that serve their best interests. Additionally, CRAVEN CAPITAL LLC has a clean record with no disciplinary actions or legal proceedings, demonstrating their commitment to ethical and responsible financial management.