# Bragg Financial Advisors

Bragg Financial Advisors is a Multi Family Office based in Charlotte, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** 1031 S. Caldwell St., Ste. 200 Charlotte, NC 28203
- **Founded:** 1964
- **Assets under management:** 4400 (Altss estimate)
- **Website:** braggfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/bragg-financial-advisors/

## Regulatory record

- **CRD number:** 108780
- **SEC file number:** 801-56890
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-10T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108780

## About

Bragg Financial Advisors was founded in 1964 by Frank Bragg Jr. 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.

## Sectors

- Philanthropic / Mission-Related Investing

## People

- Evan Anderson — President

## 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.

### 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.

### 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.

## Related profiles

- [Newport Private Wealth Family Office](https://altss.com/profile/newport-private-wealth-family-office)
- [Accolade Partners](https://altss.com/profile/accolade-partners)

---

Last updated: 2026-08-10T15:58:45.833Z

Canonical page: https://altss.com/profile/bragg-financial-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology