Gragg & Gragg, L.L.P.
● SEC registered since 2020CRD 110592SEC# 801-119435Shelby, NC
Reg. AUM
$215.4M
Employees
12
Accounts
475
Location
Shelby, NC
Gragg & Gragg, L.L.P. assets under management
Gragg & Gragg, L.L.P. is an SEC-registered investment adviser based in Shelby, NC. The firm has been registered since 2020. It reports $215.4 million in regulatory assets under management and employs 12 people.
Gragg & Gragg, L.L.P. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Bryon Gragg Control | General Partner | 50-75% | 2000 |
| Jason Daniel Gragg Control | General Partner, Cco | 50-75% | 2000 |
Frequently asked questions
How much does Gragg & Gragg, L.L.P. manage?
Gragg & Gragg, L.L.P. reports $215.4 million in regulatory assets under management on its Form ADV.
How many employees does Gragg & Gragg, L.L.P. have?
Gragg & Gragg, L.L.P. reports 12 employees.
Where is Gragg & Gragg, L.L.P. located?
Gragg & Gragg, L.L.P. is based in Shelby, NC and has been SEC-registered since 2020.
Does Gragg & Gragg, L.L.P. disclose fund performance?
Gragg & Gragg, L.L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Nine East Marion Street, Shelby, NC 28150 |
| Phone | 704-482-2001 |
| Fax | 704-480-7516 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2067958 |
| Discloses disciplinary history | No |
Regulatory AUM
$215.4M▲ 5%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$215.4Mregulatory AUM
Discretionary $215.4M