Henry Bragg & Co. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated February 2, 2026, reports $469M in regulatory assets under management, 4 employees, and 603 accounts.
Assets Under Management
$469M
Employees
4
Offices
--
Total Clients
72
Primary office
HOUSTON, TX
2900 WESLAYAN ST., STE 450, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 81.9% of total clients.
Top client categories% of clientsClients
1
HNWI
81.9%
59
2
Individuals
18.1%
13
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$469Mas of February 2, 2026
Discretionary89.5%
$419M
89% of total RAUM89.5%
Non-discretionary10.5%
$49M
11% of total RAUM10.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$469M
Total Accounts603
10Y AUM Change+$469M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee18:1
10Y Employee Change+3 (+300.0%)
* 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.