RIA Intel›Advisers›North Carolina›BRAGG FINANCIAL ADVISORS INC

BRAGG FINANCIAL ADVISORS INC

Advisory

N·CHARLOTTE, NC

Data as of Mar 10, 2026 · Source: SEC Form ADV

Total AUM

$4.7B

1-Year AUM Growth

+22.3%

3-Year CAGR

+14.9%

Employees

15

Assets Under Management

Total AUM$4.7B

Discretionary AUM$4.7B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1,552

Team

Total Employees15

Investment Advisers39

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record36

First FilingMar 6, 2001

Latest FilingMar 10, 2026

🔒 Full AUM trend chart and 36 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BRAGG FINANCIAL ADVISORS INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.