Bragg Financial Advisors Inc

RIASEC RegisteredEst. 1999

Total AUM

$4.7B

Discretionary

$4.7B

100% of AUM

Avg account

$2.9M

Accounts

1,613

Employees

Advisory reps

Firm details

Headquarters: Charlotte, North Carolina
CRD number: 108780
Registered since: October 12, 1999
Website: braggfinancial.com
Custodians: PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI66.21%
Investment Companies23.76%
Individuals5.42%
Corporations / Businesses3.3%
Charitable Organizations1.32%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Bragg Financial Advisors Inc. is an independent, SEC-registered registered investment adviser operating as a corporation since 1999 and owned by individuals. The firm serves both individual & family clients and institutional accounts and acts as a capital allocator, using third‑party managers where appropriate. Its advisory services span financial planning, portfolio management for individuals, small businesses, investment companies and institutions, pension consulting and the selection of other advisers. Fee arrangements include percentage of AUM, hourly billing and fixed fees. Bragg is not listed as an active ESG investor and is not described as a multi‑state or newly formed adviser. The firm received recognition from Citywire in 2025 as part of its "50 Growers Across America" list.