$9.3M Total AUM
$9.3M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Legacy focus
- Established Date
- 10-07-2008
- Office Locations
- 1
Office Locations
-- Plano TX
About Bragg Comer Financial Advisors, LLC
Bragg Comer Financial Advisors, LLC is a Texas-based independent RIA serving retail clients with holistic financial planning, including tax and estate planning, insurance, and investment planning. Portfolios emphasize risk management and disciplined portfolio construction, with allocations primarily to public funds and some cash. Custodied through Charles Schwab (and TD Ameritrade) and runs on Twenty Over Ten.
Team overview
69 AVG AGE
$9.3M AVG AUM / ADVISOR
$404.8K AVG AUM / CLIENT
17.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
See the complete signal summary connected to zenith.
Unlock to see real insight on legacy ridge.
Full visibility includes strategy notes for delta vector.
Open the full profile to inspect shifts in momentum value.
Open the full profile to inspect shifts in delta vital.
Unlock to compare peer behavior around frontier delta.
Full visibility includes strategy notes for matrix momentum insight.
Unlock to see real insight on value legacy.
Investment Themes
Momentum unison
Investment Vehicles
Timber
Services
Unison peak Bridge Bridge Oak Matrix Harbor
Technology
Frontier
Owner & Executives
B
BRAXTON BRAGG COMER II
Investment Advisor, Managing Member
- CRD
- #2424844
- Ownership
- 75% or more
(818) 735-4501
optima.horizon@primecapital.com
in linkedin.com/in/alpha-peak
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,311,517 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,311,517 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $9,311,517
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $816,948,717 | 100.0% |
| Total | $816,948,717 | 100.0% |