BRAGG FINANCIAL ADVISORS INC
CRD #108780 SEC #801-56890 CHARLOTTE, NC 704-377-0261
SEC Registered
Total AUM
$3.9B
Discretionary
$3.9B
Employees
33
Clients
251
Accounts
1,552
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $3.9B | $3.9B | $0 | 33 | 8 |
| Mar 2025 | $3.9B | $3.9B | $0 | 33 | 8 |
| Mar 2024 | $3.4B | $3.4B | $0 | 31 | 8 |
| Nov 2023 | $2.8B | $2.8B | $0 | 31 | 8 |
| Mar 2023 | $2.8B | $2.8B | $0 | 31 | 8 |
| Nov 2022 | $3.1B | $3.1B | $0 | 29 | 8 |
| Mar 2022 | $3.1B | $3.1B | $0 | 29 | 8 |
| Dec 2021 | $2.3B | $2.3B | $0 | 26 | 8 |
| Mar 2021 | $2.3B | $2.3B | $0 | 26 | 8 |
| Sep 2020 | $1.8B | $1.8B | $0 | 25 | 6 |
| Aug 2020 | $1.8B | $1.8B | $0 | 23 | 6 |
| May 2020 | $1.8B | $1.8B | $0 | 23 | 6 |
| Mar 2020 | $1.8B | $1.8B | $0 | 23 | 6 |
| May 2019 | $1.4B | $1.4B | $0 | 21 | 6 |
| Feb 2019 | $1.4B | $1.4B | $0 | 21 | 6 |
| Mar 2018 | $1.6B | $1.6B | $0 | 18 | 0 |
| Mar 2017 | $1.3B | $1.3B | $0 | 19 | 1,100 |
| Mar 2016 | $1.1B | $1.1B | $0 | 18 | 900 |
| Mar 2015 | $1.1B | $1.1B | $0 | 16 | 900 |
| Mar 2014 | $960.6M | $960.6M | $0 | 16 | 900 |
| Mar 2013 | $796.9M | $796.9M | $0 | 13 | 800 |
| May 2012 | $706.8M | $706.8M | $0 | 11 | 700 |
| Feb 2012 | $706.8M | $706.8M | $0 | 11 | 700 |
| Feb 2011 | $637.5M | $637.5M | $0 | -- | -- |
| Feb 2009 | $419.9M | $417.9M | $2M | -- | -- |
| Feb 2007 | $434.3M | $424.3M | $10M | -- | -- |
| Mar 2006 | $344.5M | $333.2M | $11.3M | -- | -- |
| Apr 2004 | $206.5M | $187.2M | $19.3M | -- | -- |
| Mar 2002 | $128.4M | $106M | $22.5M | -- | -- |
DateOct 2025
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees33
Clients8
DateMar 2025
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees33
Clients8
DateMar 2024
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees31
Clients8
DateNov 2023
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees31
Clients8
DateMar 2023
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees31
Clients8
DateNov 2022
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees29
Clients8
DateMar 2022
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees29
Clients8
DateDec 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees26
Clients8
DateMar 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees26
Clients8
DateSep 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees25
Clients6
DateAug 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees23
Clients6
DateMay 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees23
Clients6
DateMar 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees23
Clients6
DateMay 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients6
DateFeb 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients6
DateMar 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees18
Clients0
DateMar 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees19
Clients1,100
DateMar 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients900
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients900
DateMar 2014
Total AUM$960.6M
Discretionary$960.6M
Non-Disc.$0
Employees16
Clients900
DateMar 2013
Total AUM$796.9M
Discretionary$796.9M
Non-Disc.$0
Employees13
Clients800
DateMay 2012
Total AUM$706.8M
Discretionary$706.8M
Non-Disc.$0
Employees11
Clients700
DateFeb 2012
Total AUM$706.8M
Discretionary$706.8M
Non-Disc.$0
Employees11
Clients700
DateFeb 2011
Total AUM$637.5M
Discretionary$637.5M
Non-Disc.$0
Employees--
Clients--
DateFeb 2009
Total AUM$419.9M
Discretionary$417.9M
Non-Disc.$2M
Employees--
Clients--
DateFeb 2007
Total AUM$434.3M
Discretionary$424.3M
Non-Disc.$10M
Employees--
Clients--
DateMar 2006
Total AUM$344.5M
Discretionary$333.2M
Non-Disc.$11.3M
Employees--
Clients--
DateApr 2004
Total AUM$206.5M
Discretionary$187.2M
Non-Disc.$19.3M
Employees--
Clients--
DateMar 2002
Total AUM$128.4M
Discretionary$106M
Non-Disc.$22.5M
Employees--
Clients--