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1031 S. Caldwell St., Ste. 200
Charlotte, NC 28203
Phone: (704) 377-0261
advisors@braggfinancial.com

1031 South Caldwell Street

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News Feed

The News Feed can help you keep track of when our firm or our Queens Road Funds are mentioned in the local or national media. This tab also features news, stories and information about our firm and the good people that work here. These articles are meant to help you gain a better perspective on our firm and who we are and the services that we provide for our clients.

 

Bragg News
Bragg-sponsored Girl Scout Troop Completes First Year
May 24, 2017
Girl Scout Troop 487, sponsored by Bragg Financial Advisors, celebrated completion of their first year at Druid Hills Academy with a Daisy Petal Ceremony.

Charlotte Business Journal names Bragg to list of largest local financial planning firms
Charlotte Business Journal
May 5, 2017
by Amy Shapiro
Bragg Financial Advisors comes in at number six on the list. Ranking is based on the number of CFP® professionals.

Bragg Financial a proud sponsor of 2017 WDAV Young Chamber Musicians Competition
April 23, 2017
The competition featured young musicians ages 14-25 from around the country and was streamed live by WDAV. Winners received a share of $12,000 in prize money and will perform in the upcoming 2017-18 Davidson College Concert Series. Learn more about the event, meet the competitors, and watch a rebroadcast of the event here.

Financial Advisor—Value Investing In An Age Of Accelerating Change
April 17, 2017
Portfolio Manager Steve Scruggs and Bill Hortz discuss how Benjamin Graham principles apply to today's innovative companies as Queens Road Funds looks for investment opportunities. Visit Queens Road Funds or download a prospectus.

Morningstar magazine features Queens Road Funds
April 5, 2017
Tom Lauricella sat down with the investment team at Queens Road Funds for an in-depth interview to learn more about our people, process and results over time. Morningstar named the Queens Road Small Cap Value fund to the Morningstar Prospects list in 2016 and chose to feature the fund in the April 2017 issue of the magazine. Visit Queens Road Funds or download a prospectus.

Bragg News
Bragg Financial is growing! Welcome Lynn Araujo.
February 1, 2017
Bragg Financial Advisors welcomes Lynn Araujo to the firm as a Senior Financial Planner.

Barron's discusses value investing with Queens Road Funds Managers
October 4, 2016
Visit Queens Road Funds or download a prospectus.

Forbes contributor Wally Forbes interviews Portfolio Manager Steve Scruggs
September 22, 2016
Visit Queens Road Funds or download a prospectus.

Schwab Mutual Fund OneSource Select List
August 31, 2016
Press release announces Queens Road Small Cap Value named to Schwab Mutual Fund OneSource Select List for Q3 2016. Visit Queens Road Funds or download a prospectus.

Audio Bloomberg Radio hosts Steve Scruggs
August 16, 2016
Queens Road Funds Portfolio Manager Steve Scruggs talks small cap stocks on The Bloomberg Advantage with Carol Massar and Cory Johnson. Visit Queens Road Funds or download a prospectus.

Financial Advisor Magazine includes Bragg Financial Advisors as one the top 200 largest RIA firms in the country
Financial Advisor Magazine
July 1, 2016
by Evan Simonoff and Eric Rasmussen

The Wall Street Journal Category Kings for Q2 2016
The Wall Street Journal
July 1, 2016
The Wall Street Journal included the Queens Road Small Cap Value fund in its Category Kings listing of the ten best-performing funds in the small value category for the previous twelve-month period ending 07/31/16. Visit Queens Road Funds or download a prospectus.

Bragg News
Raising South Sudan
June 1, 2016
In 2008, Bragg Financial Advisors made a commitment to Raising South Sudan. Now, in 2016, the project has come a long way, and has miles yet to go.

Kiplinger's Personal Finance columnist James K. Glassman includes Queens Road Small Cap Value in discussion of seven small-cap funds
Kiplinger's Personal Finance
June 1, 2016
by James K. Glassman
Visit Queens Road Funds or download a prospectus.

Bragg News
Queens Road Funds on theStreet.com
theStreet.com
May 19, 2016
by Gregg Greenberg
Steve Scruggs, Portfolio Manager for the Queens Road Small Cap Value Fund, discussed value stocks with Gregg Greenberg of theStreet.com. Visit Queens Road Funds or download a prospectus.

Bragg News
Right Moves for Youth
May 6, 2016
Team "Bragging Rights" participated in the Right Moves for Youth Twilight 5K on May 6th.

Bragg News
Wing Haven Gardens
May 1, 2016
Bragg Financial celebrated the end of tax season by enjoying lunch at Wing Haven Gardens and Bird Sanctuary. Wing Haven is a hidden jewel…

Bragg News
Bragg Financial Teaches School
April 23, 2016
Bragg Financial Advisors provided free financial planning advice to CMS teachers and taught financial planning concepts to elementary and high school students during national Money Smart Week.

The Wall Street Journal Category Kings for Q1 2016
The Wall Street Journal
April 1, 2016
The Wall Street Journal included the Queens Road Small Cap Value fund in its Category Kings listing of the ten best-performing funds in the small value category for the previous twelve-month period ending 03/31/16. Visit Queens Road Funds or download a prospectus.

Charlotte Business Journal: Bragg Financial Advisors enjoys national spotlight
Charlotte Business Journal
March 21, 2016
by Hilary Burns

Bragg News
Charlotte Observer: Frank Bragg, Co-Founder of Right Moves for Youth, issues challenge grant that will dramatically increase students served.
The Charlotte Observer
February 1, 2016
by Mark Price

US News & World Report included the Queens Road Small Cap Value fund in a list of Best Fit Small Value mutual fund as of 01/31/2016.
US News & World Report
January 31, 2016
Learn more about the methodology used. Visit Queens Road Funds or download a prospectus.

Zacks includes QRSVX as one of 4 strong-buy small-cap value mutual funds
December 3, 2015
by Zacks Equity Research
Visit Queens Road Funds or download a prospectus.

Bragg News
Bragg Financial Advisors Sponsors Live WDAV Broadcast of Charlotte Lessons and Carols
November 24, 2015
Bragg Financial Advisors is pleased to be the presenting sponsor for the eighth consecutive year of WDAV's live broadcast of Charlotte Lessons & Carols. As our gift to the community, we hope you will join us for this perfect way to celebrate this joyful holiday season.

Bragg News
Bragg Financial is growing! Welcome Matt Devries
October 1, 2015
Bragg Financial Advisors is pleased to announce that Matt Devries, CFA®, has joined the firm as a Portfolio Manager.

Bragg News
Bragg Financial Welcomes Emily Rose Sheffield to Client Services Team
October 1, 2015
Bragg Financial Advisors welcomes Emily Rose Sheffield to the firm as a Client Service Associate.

Bragg News
Frank and Kathy Bragg host concert to benefit Bechtler Museum of Modern Art
Bechtler Museum of Modern Art
September 19, 2015
The Bechtler Museum of Modern Art opens its 2015-2016 Music and Museum season with a Living Room concert performed by cellist Amit Peled and pianist Stefan Petrov on Saturday, September 19. Click here to learn more and purchase tickets.

Bragg News
Charlotte Observer: Popular Charlotte artist, David French, credits Frank Bragg for giving him his first big break
Charlotte Observer
August 16, 2015
by Page Leggett

Charlotte Business Journal lists Bragg Financial Advisors as one of the top 20 largest financial asset managers in Charlotte
Charlotte Business Journal
July 17, 2015
by Amy Shapiro

Bragg News
Bragg Financial Welcomes New Team Member Stephanie Higgins
July 10, 2015
Bragg Financial Advisors is pleased to announce that Stephanie Higgins has joined the firm as Assistant Office Manager.

Financial Advisor Magazine includes Bragg Financial Advisors as one the top 200 largest RIA firms in the country
Financial Advisor Magazine
July 1, 2015
by Jeff Schlegel

Bragg News
Benton Bragg receives Scouting's Silver Beaver Award
April 23, 2015
The Silver Beaver Award is the highest recognition awarded to adult Scout volunteers within a local council. The award is given in recognition of volunteers of exceptional character who have provided distinguished service to youth through scouting.

Charlotte Business Journal lists Bragg Financial Advisors as one of the top 10 largest financial planning firms in Charlotte
Charlotte Business Journal
April 17, 2015
by Amy Shapiro

Bragg News
Bragg Financial Goes to School
April 13, 2015
When Bragg Financial portfolio manager Ben Rose arrives at work on Monday mornings after tutoring at Druid Hills Academy, he says he feels "refreshed. It puts a smile on my face for the rest of the day."

Bragg News
The Sound of Everything Unveiled
January 9, 2015
Commissioned by company founder Frank Bragg, the work is the largest in a series of Shaun Cassidy's sculptures that attempt to create physical equivalents of musical sound and its emotional and associative resonances.

Bragg News
Frank Bragg honored as co-founder of Right Moves for Youth
November 14, 2014
Twenty-five years. More than 30,000 children served. Hundreds of thousands of volunteer hours. Education. Community. Commitment. Change.

Charlotte Business Journal quotes Benton Bragg regarding rebounding economy
Charlotte Business Journal
September 13, 2013
by CBJ Staff
With a rebounding economy, what are financial advisers telling clients?

Charlotte Business Journal quotes Phillips Bragg regarding fiscal cliff
Charlotte Business Journal
February 1, 2013
by Laura Williams-Tracy
The view from the cliff: Political brinksmanship brings little harm to realm of financial planning

Bloomberg News interviewed Steve Scruggs regarding recent spin-off of Ingeroll Rand security unit
Bloomberg News
December 12, 2012
by Brooke Sutherland & Lindsey Rupp
Bloomberg News interviewed Steve Scruggs regarding recent spin-off of Ingeroll Rand security unit.

Charlotte Business Journal quotes Benton Bragg on Federal Reserve Chair Bernanke QE3 action
Charlotte Business Journal
September 13, 2012
by Adam O'Daniel, Finance Editor

Bragg Financial Welcomes Ben Rose!
September 5, 2012

Benton Bragg comments on commodities as investment strategy
Charlotte Business Journal
August 30, 2012
by CBJ Staff

Adviser Finds Niche Conserving Land, Trimming Taxes
Dow Jones Newswires
July 30, 2012
by Daisy Maxey
Market's uncertainty and dreadful results test client skills of money-management firms.

The Ultimate Land Investors
Lake Norman Citizen
June 1, 2012
by John Deem

Benton Bragg quoted on the downfall of bank stocks
Charlotte Business Journal
February 3, 2012
by Laura Williams-Tracy , Contributing writer

Small Value Funds Sail Along
The Street
October 21, 2010
by Stan Luxenberg

Sudanese Refugee Works to Build School
Charlotte Observer
July 25, 2010
by Greg Lacour

Video Interview With Steve Scruggs: Look for Cash Flow in Small-Cap Stocks
Morningstar
July 19, 2010
by John Coumarianos
Queens Road Funds manager Steve Scruggs looks for small-cap names that generate copious amounts of cash. Visit Queens Road Funds or download a prospectus.

A Lesson in Crisis Management
Charlotte Business Journal
July 25, 2009
by Laura Williams-Tracy
Market's uncertainty and dreadful results test client skills of money-management firms.

Cigar Butts and Moats: How to Implement a Buffett-Inspired Fund Strategy
Morningstar
June 25, 2009
by John Coumarianos
Morningstar analyst recommends Bragg Financial Advisors' Small Cap Value

Life is Good and Getting Better
Greater Charlotte Biz
April 30, 2009
by Janet Kropinak

Local Fund is Top Performer
Charlotte Observer
November 15, 2008
by Jen Aronoff
Smaller loss for the year means big attention for Queens Road financial firm.

Managers, advisers divided about weighting insurance
Investment News
August 25, 2008
by Darla Mercado
Some are buying, expecting a run-up; others stay far away. Quoting Steve Scruggs