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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Pioneer vertexElement signal +more
- Established Date
- 11-25-2020
- Office Locations
- 2
Office Locations
About Henry Bragg & Co.
Henry Bragg & Co. is a Houston-based RIA serving successful individuals and families with substantial to exceptional wealth, including business owners and clients with complex cash flows. The firm delivers integrated wealth management—portfolio management, retirement spending guidance, tax and estate coordination, charitable and education planning, and risk/insurance review—plus “personal CFO” support. Investment approach centers on disciplined asset allocation with IPS-driven rebalancing and after-tax focus; client assets are custodied at Schwab and portfolios often use Dimensional funds with input from a third-party investment policy committee.
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Owner & Executives
HENRY STANTON BRAGG SR
Chief Compliance Officer, Investment Advisor, Managing Member, PRINCIPAL
- CRD
- #5162603
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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THOMAS ELLIOTT TUCKER
Chief Compliance Officer, Managing Member
- CRD
- #804327
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $419,443,764 | $843,951 |
| Non-Discretionary | $49,212,008 | $464,264 |
| Total | $468,655,772 | $777,207 |
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Separately Managed Accounts
Total SMA Asset: $468,655,772
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $476,872,547 | 11.0% |
| Public Funds | $1,170,505,342 | 27.0% |
| Cash | $780,336,895 | 18.0% |
| Corporate - Investment Grade | $1,339,578,336 | 30.9% |
| Municipal Bonds | $567,911,852 | 13.1% |
| Total | $4,335,204,972 | 100.0% |
13F Holdings | Q3 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT RIDGE | ATLAS FUSION | 5B2URU2KK | CUYF | 11.22% | $48,781,817 |
| NORTH RIDGE | OPTIMA PATHWAY | JNULBEU5S | GAYG | 1.47% | $64,724,837 |
| PATHWAY EMBER ALPHA | HORIZON NORTH | G77NCK7DK | SKVG | 4.81% | $89,977,452 |
| MATRIX VECTOR | RADIAL CREST | 6OJFH4FO8 | JHL | 5.18% | $69,267,582 |
| HORIZON VECTOR | FOCUS BRIDGE | TR9VWX69K | PXUXE | 3.83% | $39,940,835 |
| RADIAL FUSION | CAPITAL HARBOR | BJ84B5SKQ | PSZHE | 3.57% | $60,220,174 |
| SIGNAL ATLAS BRIDGE | VALUE HORIZON | 7EZ9PH3BW | BHNCD | 6.26% | $114,156,638 |
| FOUNDATION GLACIER | MOMENTUM NORTH | I0OX07VK8 | AFL | 9.50% | $114,787,293 |