HENRY BRAGG & CO.

Overview

Henry Bragg & Co. is a small, equity-focused registered investment adviser structured as a limited liability company and operating as a capital allocator for high-net-worth individuals and families. The firm offers portfolio management for individuals and small businesses and acts as a selector of third‑party advisers, which suggests a blended model of in-house portfolio construction and outsourced manager implementation. Fee arrangements include percentage of AUM, hourly charges and fixed fees, allowing flexibility across full‑service relationships and project or advisory engagements. Investment preference is clearly tilted toward publicly traded equities—both individual stocks and exchange‑traded funds—while alternatives play a complementary role. The firm does not position itself as an active ESG investor, and it is not classified as a pension consultant or related adviser. Its SEC registration dates to 2020 and the owner type is listed as individual.

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Location & Offices