Bragg Financial Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated March 10, 2026, reports $4.7B in regulatory assets under management, 39 employees, and 1,613 accounts.
Assets Under Management
$4.7B
Employees
39
Offices
--
Total Clients
1,613
Primary office
CHARLOTTE, NC
1031 SOUTH CALDWELL ST, SUITE 200, CHARLOTTE, NC, United States
Top client segmentIndividuals represent 49.2% of total clients.
Top client categories% of clientsClients
1
Individuals
49.2%
794
2
HNWI
46.1%
743
3
Charitable
2.4%
38
4
Corporations
2.2%
36
5
Investment Cos.
0.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.7Bas of March 10, 2026
Discretionary100.0%
$4.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.7B
Total Accounts1,613
10Y AUM Change+$3.3B (+248.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees39
Clients per Employee41:1
10Y Employee Change+20 (+105.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.