Bragg Financial Advisors Inc
● SEC registered since 1999CRD 108780SEC# 801-56890Charlotte, NC
Reg. AUM
$4.67B
Employees
39
Accounts
1,613
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 $4.7 billion in regulatory assets under management and employs 39 people.
Bragg Financial Advisors Inc owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benton Sellers Bragg Control | Ceo | 25-50% | 1998 |
| Dawn Marie Cannon Control | Chief Compliance Officer | Under 5% | 2019 |
| Evan Andrew Anderson Control | President | Under 5% | 2026 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Bragg Financial Advisors Inc manage?
Bragg Financial Advisors Inc reports $4.7 billion in regulatory assets under management on its Form ADV.
How many employees does Bragg Financial Advisors Inc have?
Bragg Financial Advisors Inc reports 39 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
| Address | 1031 South Caldwell St, Suite 200, Charlotte, NC 28203 |
| Phone | 704-377-0261 |
| Fax | 704-334-9754 |
| Office hours | 8:30-5:30 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.67B▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$4.67Bregulatory AUM
Discretionary $4.67B