What departments does Bragg Financial have?

Bragg Financial has employees across 4 departments including Operations, Administrative, Customer Success, Analytics.

What is the largest department at Bragg Financial?

The largest department at Bragg Financial is Operations with 1 employees.

Where are Bragg Financial employees located globally?

Bragg Financial has employees across 1 continents and 1 countries including United States Of America.

How has Bragg Financial's team size changed over time?

Bragg Financial's team has decreased from approximately 33 to 19 employees based on available data.

Bragg Financial Employee Directory

Investment ManagementNorth Carolina, United States11-50 Employees

Bragg Financial operates in the investment management industry, offering fee-based asset management and financial planning services. As a Registered Investment Advisor, it serves individuals, trusts, foundations, and corporations, delivering guidance grounded in objective, professional oversight. With more than five decades in business, the firm emphasizes clear, direct advice and a high level of personal service. The company is based in Charlotte, North Carolina, and maintains a relatively small professional team. In 2026, Bragg Financial announced a partnership with K Needs Play to support play-based learning in a sample of Charlotte-Mecklenburg Schools classrooms in the fall. This community engagement reflects the firm’s involvement in local initiatives while continuing to focus on serving clients across individuals, trusts, foundations, and corporations.

Bragg Financial Global Highlights

North America
44

United States Of America
44

Bragg Financial's Leadership

J. M. C. A.
Chief Operating Officer
Mobile Phone
Email
H. P.
Director Of Client Service
Mobile Phone
Email
B. R.
Manager, Portfolio
Mobile Phone
Email
S. H.
Office Manager
Mobile Phone
Email
J. C.
Wealth Planner
Mobile Phone
Email
A. F.
Client Services Associate
Mobile Phone
Email
B. T.
Analyst
Mobile Phone
Email
M. C.
Cpa
Mobile Phone
Email

Bragg Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Media & Communications
Accounting
Administrative
Other

Contact profiles from Bragg Financial

Name

Title

Contact Info

Location

Last Update

J. M. C. A.
Chief Operating Officer
Mobile Phone
Email
Oct 18, 2024
H. P.
Director Of Client Service
Mobile Phone
Email
Apr 13, 2026
B. R.
Manager, Portfolio
Mobile Phone
Email
Nov 20, 2025
S. H.
Office Manager
Mobile Phone
Email
Oct 24, 2023
J. C.
Wealth Planner
Mobile Phone
Email
Jul 07, 2026
A. F.
Client Services Associate
Mobile Phone
Email
Jun 01, 2025
B. T.
Analyst
Mobile Phone
Email
Oct 16, 2024
M. C.
Cpa
Mobile Phone
Email
Oct 18, 2024
K. B.
Mobile Phone
Email
M. S.
Mobile Phone
Email

Frequently Asked Questions

What is Bragg Financial known for?

Bragg Financial was founded in 1964 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-704-377-****

. Explore Bragg Financial's company overview page for more information.

What is Bragg Financial's most common email format?

Bragg Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bragg Financial email formats with LeadIQ.

How many employees does Bragg Financial have currently?

Bragg Financial has approximately 36 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Bragg Financial's key employees and leadership?

As of July 2026, Bragg Financial's key employees include:

Chief Operating Officer: J. M. C. A.
Director Of Client Service: H. P.
Manager, Portfolio: B. R.
Office Manager: S. H.
Wealth Planner: J. C.

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Bragg Financial Employee Directory

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