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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 29, 2025 and March 10, 2026, reported AUM increased 19.6%, from $3.9B to $4.7B.
Across 5 reported observations, AUM increased 52.1% between November 7, 2022 and March 10, 2026, from $3.1B to $4.7B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 15 advisory representatives and 1,621 clients, or 108.1 clients per representative. That equates to $2.9M in reported AUM per client.
The profile lists 1 reported office location and 30 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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%
Showing 2 of 8 owners & executives
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ANTHONY BYKOVSKY
Portfolio Manager
- CRD
- #6117109
GEORGE WILLIAM CLIMER III
Client Advisor
- CRD
- #4923210
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
SMA allocation detail is available
Bragg Financial Advisors INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Bragg Financial Advisors INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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