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- Custodian
- Fidelity/NFS ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-07-2020
- Office Locations
- 1
Office Locations
About Gragg Financial
Gragg Financial is a Shelby, NC CPA-rooted firm (serving Cleveland County since 1965) providing tax/accounting, financial planning, investment advisory, business advisory, and regulatory compliance support. The team led by CPAs/PFS works with individuals and business owners on goal-based strategies, with portfolios that often lean on ETFs and index funds, and custody via Fidelity/NFS. Recognized by Accounting Today among top firms by AUM (2020-2022).
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
JASON DANIEL GRAGG
Chief Compliance Officer, GENERAL PARTNER, Managing Partner
- CRD
- #4476412
- Ownership
- 50% but less than 75%
GARY BRYON GRAGG Jr.
GENERAL PARTNER
- CRD
- #4476409
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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BreAnn Layne Weaver
--
- CRD
- #8134510
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $215,357,909 | $453,385 |
| Non-Discretionary | $0 | -- |
| Total | $215,357,909 | $453,385 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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