Wealth Manager
    SEC Registered
    Manages Private Funds

    Bragg Financial Advisors Inc

    Registered investment advisor · Charlotte, North Carolina · CRD #108780

    Assets Under Management
    $4.7B
    Client Accounts
    1,613
    Employees
    39
    CRD Number
    108780
    Registration
    SEC Registered
    Custodian
    Pershing Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Bragg Financial Advisors Inc

    Bragg Financial Advisors, Inc., based in Charlotte, North Carolina, is an independent, fee-based investment advisory firm with over 50 years of experience. The firm specializes in wealth advisory services, financial planning, and investment management for both individuals and institutions. With a team of fewer than 25 employees, Bragg Financial manages approximately $2.80 billion in discretionary assets for around 1,552 clients. The firm offers a range of services, including customized investme

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Bragg Financial Advisors Inc

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    Frequently Asked Questions

    What is Bragg Financial Advisors Inc's AUM?

    Bragg Financial Advisors Inc reports approximately $4.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Bragg Financial Advisors Inc headquartered?

    Bragg Financial Advisors Inc is headquartered in Charlotte, North Carolina.

    What is Bragg Financial Advisors Inc's CRD number?

    Bragg Financial Advisors Inc's CRD number is 108780. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Bragg Financial Advisors Inc manage?

    Bragg Financial Advisors Inc manages approximately 1,613 client accounts according to its latest SEC filing.

    Is Bragg Financial Advisors Inc SEC registered?

    Yes, Bragg Financial Advisors Inc is registered with the SEC as an investment adviser with an approved registration status.

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