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HENRY BRAGG & CO.
Legal name: HENRY BRAGG & CO., LLC
CRD 311388File 801-119858
APPROVED
Retail clients
Custody
Filing as of Feb 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$468.7M
Above cohort median (national)
Discretionary AUM
$419.4M
Non-discretionary $49.2M
Clients
72
603 accounts
Employees
4
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Nov 25, 2020
- Principal office
- 2900 WESLAYAN ST., STE 450, HOUSTON, TX, 77027-5132
- Phone
- 713-393-9444
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $468.7M
- Discretionary AUM
- $419.4M
- Non-discretionary AUM
- $49.2M
- Discretionary accounts
- 497
- Non-discretionary accounts
- 106
- Total accounts
- 603
- AUM per client
- $6.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 59 | $456.0M |
| Pension and profit sharing plans | Fewer than 5 | $6.3M |
| Individuals (other than high net worth individuals) | 13 | $6.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- 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
- Yes
- 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.