Bragg Financial Advisors, Inc.
Bragg Financial Advisors, Inc is an independent, fee-based wealth advisory and investment management firm headquartered in Charlotte, NC. Founded in 1965, it serves individual investors (including high-net-worth individuals), institutions, charities, and endowments. The firm has a team of approximately 33 employees, with a significant portion dedicated to research, portfolio management, and client advisory roles, and it focuses on providing customized investment solutions and fiduciary advice.
Investment Strategy
Bragg Financial Advisors employs a disciplined, fundamental, bottom-up investment approach built on principles established by Benjamin Graham, targeting companies trading at a discount to intrinsic value. Portfolios are broadly diversified across asset class, market sector, and individual security, constructed to match each client’s risk tolerance, goals, time horizon, and legacy plans. Their long-term investment philosophy emphasizes diligence, discipline, patience, and tax efficiency, including custom-written Investment Policy Statements, regular rebalancing, and use of both individual securities and low-cost indexed and actively managed funds/ETFs. For institutional clients, they also manage endowments, foundations, and sub-advise mutual funds such as the FPA Queens Road Funds.
Top Holdings
Equity Positions (336)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 2.94% | $82.4M | 165,680 | $75.95 | $497.41 | +$19.5M |
A AAPL | APPLE INC | 2.20% | $61.6M | 300,375 | $55.69 | $205.17 | -$5.1M |
V VBR | VANGUARD INDEX FDS | 2.14% | $59.8M | 306,523 | $145.10 | $195.01 | +$5.6M |
F FN | FABRINET | 1.67% | $46.8M | 158,955 | $89.06 | $294.68 | +$15.4M |
V VBIL | VANGUARD INSTL INDEX FD | 1.64% | $45.8M | 605,802 | $75.55 | $75.55 | +$45.8M |