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 that has operated since 1999 and is owned by an individual. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional relationships. Its advisory offering combines financial planning, portfolio management across individuals, small businesses, investment companies and institutions, pension consulting and manager selection. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. Bragg does not identify as an active ESG investor and is organized as a single-state adviser. The firm was named to Citywire’s "50 Growers Across America" list in 2025.