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BRAGG FINANCIAL ADVISORS INC
CRD 108780File 801-56890
APPROVED
Retail clients
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.67B
Top 25% of cohort (national)
Discretionary AUM
$4.67B
Clients
1,613
1,613 accounts
Employees
39
Top 10% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Oct 12, 1999
- Principal office
- 1031 SOUTH CALDWELL ST, SUITE 200, CHARLOTTE, NC, 28203
- Phone
- 704-377-0261
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.67B
- Discretionary AUM
- $4.67B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,613
- Non-discretionary accounts
- 0
- Total accounts
- 1,613
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 36 | $153.9M |
| Investment companies | 2 | $1.11B |
| Charitable organizations | 38 | $61.7M |
| High net worth individuals | 743 | $3.09B |
| Individuals (other than high net worth individuals) | 794 | $253.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.