Bragg Capital Management LLC
RIAState Registered
Total AUM
$5.3M
Discretionary
$5.3M
100% of AUM
Avg account
$279K
Accounts
19
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 304030
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bragg Capital Management LLC is a California-registered limited liability company that provides fee-based portfolio management primarily for individuals, families and small businesses. The firm is individually owned and delivers discretionary investment management on a percentage-of-AUM fee basis. Advisory activity listed on filings centers on portfolio management for individual and small-business clients. The firm is not positioned as an ESG investor and reports an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents25%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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