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 formed in 1999 and owned by an individual. The firm serves both individual and family clients as well as institutional clients and operates as a capital allocator, selecting third‑party managers alongside direct portfolio management. Fee arrangements include a percentage of assets under management, hourly billing, and fixed fees. Core advisory services listed by the firm include financial planning, portfolio management for individuals, small businesses, investment companies and institutions, pension consulting, and the selection of other advisers. The firm does not position itself as an active ESG investor. Bragg Financial Advisors was recognized by Citywire in 2025 in its "50 Growers Across America" feature.