RIA Intel›Advisers›North Carolina›GRAGG & GRAGG, L.L.P.

GRAGG & GRAGG, L.L.P.

Advisory

N·SHELBY, NC

Data as of Feb 13, 2026 · Source: SEC Form ADV

Total AUM

$215M

1-Year AUM Growth

+12.0%

3-Year CAGR

+7.9%

Employees

3

Assets Under Management

Total AUM$215M

Discretionary AUM$215M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients225

Team

Total Employees3

Investment Advisers12

Employee Growth (1Y)-33.3%

Filing History

Total Filings on Record13

First FilingMar 2, 2020

Latest FilingFeb 13, 2026

🔒 Full AUM trend chart and 13 historical filings spanning 6+ 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 GRAGG & GRAGG, L.L.P.

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