William Woodrow Welch

Cravens & Company Wealth Management

29 Years of Experience

2 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners

Cravens & Company Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

229 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$248.4M

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.25%
$1.0M - $3.0M	1.00%
$3.0M - $5.0M	0.75%
$5M+	0.55%

Fees may be negotiated at our discretion.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$10,000

Location

1080 Interstate Drive, Cookeville, TN, 38501

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2009

Denied

Customer Dispute

April 2008

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

William works as a financial advisor for Cravens & Company, LLC. This is a full-time commitment.

Employment History

Current Registrations

Cravens & Company Wealth Management

March 2009 - Present · 16 yrs 11 mos

Previous Registrations

Osaic Wealth, INC.

November 2023 - November 2024 · 1 yr

Osaic Wealth, INC.Broker

November 2023 - November 2024 · 1 yr

Fsc Securities Corporation

April 2009 - November 2023 · 14 yrs 7 mos

Fsc Securities CorporationBroker

March 2009 - November 2023 · 14 yrs 8 mos

UBS Financial Services INC.

January 2004 - April 2009 · 5 yrs 3 mos

UBS Financial Services INC.Broker

August 2000 - April 2009 · 8 yrs 8 mos

J.C. Bradford & CO.Broker

March 1996 - August 2000 · 4 yrs 5 mos

State Registrations3 states

GATNTX

Advisor

Exams

No exam information available for this advisor.