Bragg Comer Financial Advisors, LLC
RIAState Registered
Total AUM
$9.3M
Discretionary
$9.3M
100% of AUM
Avg account
$176K
Accounts
53
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 147750
- Fee structure
- Percentage of AUM
- Client types
- HNWI63.04%
- Individuals36.96%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bragg Comer Financial Advisors, LLC is a Texas-based limited liability company that provides portfolio management services primarily to individual and family clients, as well as small businesses. The firm is owned by an individual and bills clients on a percentage-of-assets-under-management basis. Its advisory focus is directed at discretionary portfolio management rather than pension consulting or capital allocation, and it is not identified as an active ESG investor or a multi-state adviser.
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 Equities95%
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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