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| Happy Holidays!! thanks for using AUM13F!! |
| Bragg Financial Advisors Inc
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| CRD # | 108780 |
| SEC # | 801-56890 |
| CIK # | 0001327055 |
| AUM | $3.9 B (2025-03-03) |
| Employees | 33 (45% Investors, 0% Brokers) |
| Phone | 704-377-0261 |
| Address | 1031 South Caldwell St Charlotte, NC 28203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Fabrinet | 0.0 | ||
| Oracle Corp | 0.0 | ||
| Synnex Corp | 0.0 | ||
| Interdigital Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| UGI Corp /PA/ | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 799 | 0.3 |
| (b) Individuals (high net worth individuals) | 681 | 2.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 38 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 32 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,552 | 3.9 |
| By Discretionary | ||
| Discretionary | 1,552 | 3.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,552 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.9 | |
| Total | 1,552 | 3.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001327055] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
New Frontier Advisors LLC
✚
|
MA | 3.9 |
|
Oberweis Asset Management Inc
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IL | 3.9 |
|
Schechter Investment Advisors LLC
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MI | 3.9 |
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Daymark Wealth Partners LLC
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OH | 3.9 |
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Verdence Capital Advisors LLC
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MD | 3.9 |
|
Systematic Financial Management LP
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NJ | 3.9 |
|
Argent Capital Management LLC
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|
MO | 3.9 |
|
Crossingbridge Advisors LLC
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|
NY | 3.9 |
|
Sand Hill Global Advisors LLC
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|
CA | 3.9 |
|
Nations Financial Group Inc
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|
IA | 3.9 |