Bragg Capital Management LLC

Overview

Bragg Capital Management LLC is a small, owner-operated registered investment adviser that provides discretionary portfolio management primarily to individuals and families and to small businesses. The firm charges a percentage-of-AUM fee and focuses its management on liquid, exchange-traded instruments rather than private or specialty strategies. It is not positioned as an ESG-focused adviser and operates within a single-state footprint. An insurance-company affiliation is noted, suggesting the firm may integrate insurance products or coordinate with insurance providers as part of client planning. Investment activity centers on direct equity exposure delivered through exchange-traded equities and ETFs. Given the firm’s scale and client base, portfolio work is likely individualized and concentrated — emphasizing hands-on management for a small roster of clients rather than broad institutional mandate work or extensive multi-manager allocation.

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Public Holdings

Investments & Alternatives

Location & Offices