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| Bragg Financial Advisors Inc
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| |
|---|---|
| CRD # | 108780 |
| SEC # | 801-56890 |
| CIK # | 0001327055 |
| AUM | $3.4 BB (2024-03-15) |
| Employees | 31 (45% Investors, 0% Brokers) |
| Phone | 704-377-0261 |
| Address | 1031 South Caldwell St Charlotte, NC 28203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001327055 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Microsoft Corp | 1,918.2 | 0.1 | |
| Apple Inc | 2,382.8 | 0.1 | |
| Fabrinet | 3.0 | 0.0 | |
| Applied Materials Inc /DE | 82.7 | 0.0 | |
| Alphabet Inc | 1,482.6 | 0.0 | |
| Interdigital Inc | 1.9 | 0.0 | |
| Synnex Corp | 8.9 | 0.0 | |
| Sprouts Farmers Market Inc | 2.8 | 0.0 | |
| Oracle Corp | 182.8 | 0.0 | |
| Amazon Com Inc | 1,093.0 | 0.0 | |
| Phillips van Heusen Corp /DE/ | 4.3 | 0.0 | |
| Servisfirst Bancshares Inc | 4.2 | 0.0 | |
| Broadcom Inc | 201.3 | 0.0 | |
| RLI Corp | 5.3 | 0.0 | |
| Facebook Inc | 434.9 | 0.0 | |
| Eaton Corp Ltd | 51.6 | 0.0 | |
| Oshkosh Corp | 5.6 | 0.0 | |
| BOFI Holding Inc | 2.2 | 0.0 | |
| American Express Co | 107.1 | 0.0 | |
| MSC Industrial Direct Co Inc | 4.1 | 0.0 | |
| J P Morgan Chase & Co | 340.2 | 0.0 | |
| Enstar Group Ltd | 3.8 | 0.0 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 849 | 0.3 |
| (b) Individuals (high net worth individuals) | 610 | 2.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 37 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 33 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,532 | 3.4 |
| By Discretionary | ||
| Discretionary | 1,532 | 3.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,532 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.4 | |
| Total | 1,532 | 3.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001327055] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Texas Yale Capital Corp
✚
|
FL | 3.5 |
|
Pine Ridge Advisers LLC
✚
|
NY | 3.5 |
|
Fortigent LLC
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|
SC | 3.5 |
|
Human Interest Advisors LLC
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|
CA | 3.4 |
|
Sand Hill Global Advisors LLC
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|
CA | 3.4 |
|
Argent Capital Management LLC
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|
MO | 3.4 |
|
Southstate Advisory Inc
✚
|
SC | 3.4 |
|
Highland Capital Management LLC
✚
|
TN | 3.4 |
|
Parkway Advisors LP
✚
|
TX | 3.4 |
|
Nations Financial Group Inc
✚
|
IA | 3.4 |