BRAGG FINANCIAL ADVISORS INC

CRD 108780 · SEC 801-56890

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1031 SOUTH CALDWELL ST, SUITE 200, CHARLOTTE, NC, 28203, United States

Phone

704-377-0261

Fax

704-334-9754

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$4.67B

Discretionary AUM

$4.67B

Team

39 total employees; 15 advisory reps; 8 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-10

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	794	$253.0M
High net worth individuals	743	$3.09B
Investment companies	2	$1.11B
Charitable organizations	38	$61.7M
Corporations/business entities	36	$153.9M

States served

CA, CO, GA, MD, MA, NY, NC, PA, SC, TN, VA, WA, TX, FL

All web addresses on file

HTTPS://WWW.BRAGGFINANCIAL.COM
https://www.instagram.com/braggfinancial/
https://www.linkedin.com/company/bragg-financial-advisors
https://www.facebook.com/BraggFinancial/

Official SEC filing: View on IAPD