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Bragg Financial Advisors Inc

● SEC registered since 1999CRD 108780SEC# 801-56890Charlotte, NC
Export (members)
Reg. AUM
$3.9B
Employees
33
Accounts
1,552
Location
Charlotte, NC

Bragg Financial Advisors Inc assets under management

Bragg Financial Advisors Inc is an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 1999. It reports $3.9 billion in regulatory assets under management and employs 33 people.

Bragg Financial Advisors Inc owners & executives

7 reported
NameTitleOwnershipSince
Benton Sellers Bragg ControlPresident, Ceo25-50%1998
Dawn Marie Cannon ControlChief Compliance OfficerUnder 5%2019
Jennifer Dawn Muckley ControlChief Operating OfficerUnder 5%2022
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Frequently asked questions

How much does Bragg Financial Advisors Inc manage?

Bragg Financial Advisors Inc reports $3.9 billion in regulatory assets under management on its Form ADV.

How many employees does Bragg Financial Advisors Inc have?

Bragg Financial Advisors Inc reports 33 employees.

Where is Bragg Financial Advisors Inc located?

Bragg Financial Advisors Inc is based in Charlotte, NC and has been SEC-registered since 1999.

Does Bragg Financial Advisors Inc disclose fund performance?

Bragg Financial Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1031 South Caldwell St, Suite 200, Charlotte, NC 28203
Phone704-377-0261
Fax704-334-9754
Office hours8:30-5:30
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$3.9B
Non-discretionary$0
Total (RAUM)$3.9B