GRAGG FINANCIAL

Overview

Gragg Financial is an independent registered investment adviser organized as a limited liability partnership and SEC-registered in 2020. The firm serves a mix of individual and family clients alongside institutional and small-business relationships. Its service mix centers on financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops; the firm also lists accounting among its business activities. Fee arrangements combine a percentage-of-AUM component with hourly charges. Investment posture is equity-focused. Exchange-traded equities make up the dominant portion of managed assets, and the firm expresses a clear preference for equities over other asset classes. Gragg Financial is not an active ESG investor and does not operate as a capital allocator to external private fund managers; its model emphasizes direct portfolio management rather than allocating to third-party private funds.

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Public Holdings

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Location & Offices