# BRAGG FINANCIAL ADVISORS INC

BRAGG FINANCIAL ADVISORS INC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 108780
- Type: SEC-registered investment adviser
- SEC file number: 801-56890
- Location: 1031 SOUTH CALDWELL ST, SUITE 200, CHARLOTTE, NC, 28203
- Phone: 704-377-0261
- Latest filing: 2026-03-10
- Regulatory AUM: $4.7B
- Discretionary AUM: $4.7B
- Clients: 39
- Accounts: 1,613

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| John Frank Bragg | SECRETARY | — |
| Benton Sellers Bragg | CEO; PRESIDENT, CEO | — |
| Katharine Terry Scruggs | SHAREHOLDER | — |
| Phillips Mcleod Bragg | VICE PRESIDENT | — |
| Steven Harrison Scruggs | SHAREHOLDER, PORTFOLIO MANAGER | — |
| Dawn Marie Cannon | CHIEF COMPLIANCE OFFICER | — |
| Jennifer Dawn Muckley | CHIEF OPERATING OFFICER | — |
| BRAGG JOHN FRANK | CHAIRMAN; SECRETARY | — |
| BRAGG BENTON SELLERS | PRESIDENT, CEO | — |
| SCRUGGS KATHARINE TERRY | SHAREHOLDER | — |
| BRAGG PHILLIPS MCLEOD | VICE PRESIDENT | — |
| SCRUGGS STEVEN HARRISON | CHIEF COMPLIANCE OFFICER; CHIEF OPERATION OFFICER; CHIEF OPERATIONS OFFICER (+1 more) | — |
| THOMPSON MARK STEPHEN | CHIEF RESEARCH ANALYST | — |
| CANNON DAWN MARIE | CHIEF COMPLIANCE OFFICER | — |
| MUCKLEY JENNIFER DAWN | CHIEF OPERATING OFFICER | — |
| Evan Andrew Anderson | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108780/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108780/similar
- Related entities: https://search.stillhousedata.com/firm/108780/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108780

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.