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| Bragg Financial Advisors Inc
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|
|---|---|
| CRD # | 108780 |
| SEC # | 801-56890 |
| CIK # | 0001327055 |
| AUM | $2.8 BB (2023-03-29) |
| Employees | 31 (45% Investors, 0% Brokers) |
| Phone | 704-377-0261 |
| Address | 1031 South Caldwell St Charlotte, NC 28203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 47.5 | |
| MSFT | 1,918,222.4 | 46.5 | |
| FN | 2,980.7 | 26.3 | |
| SNX | 8,926.1 | 24.2 | |
| ORCL | 182,760.6 | 20.8 | |
| GOOG | 1,482,566.4 | 20.5 | |
| AMAT | 82,662.4 | 19.9 | |
| MCD | 179,584.2 | 19.8 | |
| RLI | 5,266.6 | 18.7 | |
| IDCC | 1,910.2 | 18.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 880 | 0.3 |
| (b) Individuals (high net worth individuals) | 546 | 1.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 35 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 32 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,496 | 2.8 |
| By Discretionary | ||
| Discretionary | 1,496 | 2.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,496 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 1,496 | 2.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001327055] |
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