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Bragg Financial Advisors
Bragg Financial Advisors was founded in 1964 by Frank Bragg Jr. The wealth originated in the family's retirement-plan consulting work for nonprofits before...
Bragg Financial Advisors
Bragg Financial Advisors was founded in 1964 by Frank Bragg Jr. The wealth originated in the family's retirement-plan consulting work for nonprofits before broadening into full-service advisory for high-net-worth families, business owners and institutions. The firm maintains a multi-family office structure focused on planning, portfolio management and philanthropic structuring. It has participated in co-investments such as the 2017 UPS PIPE alongside OMERS Ventures and State of Wisconsin Investment Board. Geographic reach centers on North America with primary activity in the United States. AUM stands at $4.4 billion. The firm employs an independent model and announced in November 2025 the promotion of Evan Anderson to President. No additional offices are disclosed. Independence from industry consolidation distinguishes the firm. It remains privately held under family leadership while serving external clients through its RIA platform.
General information
Firm type
Multi Family Office
Year founded
1964
AUM
4400 (Altss estimate)
Location
Region
North America
Country
United States
City
Charlotte
Corporate office
1031 S. Caldwell St., Ste. 200 Charlotte, NC 28203
Principals
Evan Anderson
President
Altss tracks 2 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Bragg Financial Advisors?
Benton Bragg serves as CEO. Evan Anderson was promoted to President in November 2025 and participates in leadership of the firm.
Is Bragg Financial Advisors structured as a single family office or multi-family office?
It operates as a multi-family office that serves multiple client families in addition to the founding Bragg family.
Does Bragg Financial Advisors participate in fund commitments or only direct deals?
It has acted as a co-investor in direct transactions including a 2017 PIPE in United Parcel Service.
Where does the underlying wealth come from?
The Bragg family built its enterprise through retirement-plan consulting and investment advisory services that began serving nonprofit 403(b) plans.
What is Bragg Financial Advisors posture on remaining independent?
CEO Benton Bragg stated in 2025 that the firm will stay independent and privately held despite broader industry consolidation.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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