GRAGG & GRAGG, L.L.P.
Legal name: GRAGG FINANCIAL
CRD #110592 SEC #801-119435 SHELBY, NC 704-482-2001
SEC Registered
Total AUM
$205.2M
Discretionary
$205.2M
Employees
12
Clients
51
Accounts
452
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $205.2M | $205.2M | $0 | 12 | 225 |
| Oct 2024 | $203.7M | $203.7M | $0 | 12 | 216 |
| Apr 2024 | $181.9M | $181.9M | $0 | 11 | 216 |
| Mar 2024 | $181.9M | $181.9M | $0 | 11 | 216 |
| Feb 2023 | $148.7M | $148.7M | $0 | 11 | 195 |
| Jul 2022 | $173.7M | $173.7M | $0 | 9 | 0 |
| Mar 2022 | $173.7M | $173.7M | $0 | 9 | 0 |
| Sep 2021 | $160.7M | $160.7M | $0 | 8 | 0 |
| Mar 2021 | $140.3M | $140.3M | $0 | 8 | 0 |
| Aug 2020 | $117.4M | $117.4M | $0 | 8 | 0 |
| Aug 2020 | $117.4M | $117.4M | $0 | 8 | 0 |
| Jun 2020 | $109.3M | $109.3M | $0 | 8 | 0 |
| Apr 2020 | $117.5M | $117.5M | $0 | 8 | 0 |
| Mar 2020 | $117.5M | $117.5M | $0 | 8 | 0 |
DateFeb 2025
Total AUM$205.2M
Discretionary$205.2M
Non-Disc.$0
Employees12
Clients225
DateOct 2024
Total AUM$203.7M
Discretionary$203.7M
Non-Disc.$0
Employees12
Clients216
DateApr 2024
Total AUM$181.9M
Discretionary$181.9M
Non-Disc.$0
Employees11
Clients216
DateMar 2024
Total AUM$181.9M
Discretionary$181.9M
Non-Disc.$0
Employees11
Clients216
DateFeb 2023
Total AUM$148.7M
Discretionary$148.7M
Non-Disc.$0
Employees11
Clients195
DateJul 2022
Total AUM$173.7M
Discretionary$173.7M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$173.7M
Discretionary$173.7M
Non-Disc.$0
Employees9
Clients0
DateSep 2021
Total AUM$160.7M
Discretionary$160.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$140.3M
Discretionary$140.3M
Non-Disc.$0
Employees8
Clients0
DateAug 2020
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees8
Clients0
DateAug 2020
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$109.3M
Discretionary$109.3M
Non-Disc.$0
Employees8
Clients0
DateApr 2020
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$0
Employees8
Clients0