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| Bragg Financial Advisors Inc
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|---|---|
| CRD # | 108780 |
| SEC # | 801-56890 |
| CIK # | 0001327055 |
| AUM | 4,671.1 M (2026-03-10) |
| Employees | 39 (38% Investors, 0% Brokers) |
| Phone | 704-377-0261 |
| Address | 1031 South Caldwell St Charlotte, NC 28203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Synnex Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Applied Materials Inc /DE | 0.1 | ||
| UGI Corp /PA/ | 0.0 | ||
| RLI Corp | 0.0 | ||
| New Jersey Resources Corp | 0.0 | ||
| Arrow Electronics Inc | 0.0 | ||
| Oshkosh Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 794 | 0.3 |
| (b) Individuals (high net worth individuals) | 743 | 3.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 1.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 38 | 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 | 36 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,613 | 4.7 |
| By Discretionary | ||
| Discretionary | 1,613 | 4.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,613 | 4.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.7 | |
| Total | 1,613 | 4.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001327055] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Clients | 8 |
| Serves | Institutional, Retail |
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