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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Legacy frontierBeacon +more
- Established Date
- 01-01-1996
- Office Locations
- 1
Office Locations
About Bragg Financial Advisors INC
Bragg Financial is an independent, fee-based wealth advisory firm providing financial planning and discretionary portfolio management for high-net-worth families, business owners, and institutions such as foundations and endowments. The team publishes regular market and economic commentary and implements diversified portfolios using ETFs and mutual funds, typically custodied at Schwab or Pershing. The firm has publicly emphasized plans to remain independent.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BENTON SELLERS BRAGG
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #2350317
- Ownership
- 25% but less than 50%
PHILLIPS MCLEOD BRAGG
Financial Advisor, General Partner, VICE PRESIDENT
- CRD
- #2821569
- Ownership
- 25% but less than 50%
Value element
Capital ember
- CRD
- #84647
- Ownership
- 33.5%
Showing 2 of 8 owners & executives
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ANTHONY BYKOVSKY
Portfolio Manager
- CRD
- #6117109
GEORGE WILLIAM CLIMER III
Client Advisor
- CRD
- #4923210
Prime bridge
Pioneer momentum
- CRD
- #21995
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,671,122,824 | $2,895,922 |
| Non-Discretionary | $0 | -- |
| Total | $4,671,122,824 | $2,895,922 |
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Separately Managed Accounts
Total SMA Asset: $3,561,372,740
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,034,541,161 | 22.7% |
| Equity - Exchange | $765,651,608 | 16.8% |
| Cash | $1,353,562,665 | 29.7% |
| Municipal Bonds | $1,403,694,616 | 30.8% |
| Total | $4,557,450,050 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE ELEMENT VALUE | EAGLE SIGNAL | Z18S7WGWK | WFC | 11.42% | $46,953,921 |
| HORIZON ZENITH CATALYST | DELTA UNISON | W7IWY6N3L | XAWW | 6.30% | $85,309,424 |
| FOUNDATION HORIZON FRONTIER | HARBOR VITAL | 89DPQIPP9 | BUD | 4.71% | $28,434,794 |
| CATALYST VITAL ZENITH | OAK ZENITH | L3BI5JXWZ | PNVI | 2.79% | $63,178,977 |
| OPTIMA VECTOR | VITAL FUSION | QRRRY2DQD | TUTMM | 5.51% | $117,149,193 |
| VERTEX HORIZON | SIGNAL UNISON | 4B10GVDRY | WCU | 4.94% | $17,305,403 |
| ZENITH SUMMIT PRIME | EAGLE GLACIER | WL521NVWX | ONDZ | 6.89% | $34,773,788 |
| TIMBER BRIDGE FUSION | PEAK NORTH | S8V9NJK24 | BSPT | 7.48% | $10,990,966 |