$3.2M Total AUM
$3.2M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
7 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-12-2019
- Office Locations
- 1
Office Locations
-- Agoura Hills CA
About Bragg Capital Management LLC
Bragg Capital Management LLC is a Agoura Hills-based RIA. The firm has been operating for 7 years. Managing $3.2M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Insurance, Portfolio Construction.
Team overview
34 AVG AGE
$3.2M AVG AUM / ADVISOR
$175.2K AVG AUM / CLIENT
7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Pioneer unison Focus radial Quantum
Investment Themes
North
Investment Vehicles
Ember frontier
Services
Vector Timber
Owner & Executives
DANIEL DOUGLAS BRAGG
Chief Investment Officer, President
- CRD
- #5429668
- Ownership
- 75% or more
(958) 709-6811
fusion.matrix@zenithcapital.com
in linkedin.com/in/alpha-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,153,212 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,153,212 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,153,212
Equity - Exchange:
48.8% Cash:
51.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $625,414,402 | 48.8% |
| Cash | $656,172,488 | 51.2% |
| Total | $1,281,586,890 | 100.0% |