Firm News

February 20, 2026

Bragg Foundations Launches This Spring

Bragg Financial is pleased to announce Bragg Foundations, the next evolution of Bragg Bootcamp! The […]
February 19, 2026

Shred It & Forget It on April 23

Bragg Financial will host a drive-thru shredding event from 10:30 am to 1:30 pm on […]
February 18, 2026

Community Spotlight: All-in to Fight Cancer

On March 5, 2026, members of the Bragg Financial team will join a group of […]
January 15, 2026

Ben Mellman Named Co-Portfolio Manager of FPA Queens Road Small Cap Value Fund

LOS ANGELES, January 15, 2026 — The FPA Queens Road Small Cap Value Fund (“the […]
January 14, 2026

2025 Tax Planning FAQs

2025 Tax Planning FAQs Tax season is upon us! We wanted to share a quick […]
November 21, 2025

Charlotte Business Journal Highlights Firm’s Plans to Remain Independent

  A recent Charlotte Business Journal article shines a light on Bragg Financial’s commitment to […]
November 17, 2025

A Letter From Benton Bragg About the Firm’s Future

Greetings, I’m writing to share some exciting news about Bragg Financial Advisors. Our ownership group […]
October 27, 2025

Bragg Financial Welcomes Chris Kearney, CFA

Please join us as we welcome Chris Kearney, CFA, to the Bragg Financial team as […]
October 27, 2025

Bragg Financial Welcomes Jeremy Clayton, CFA

Bragg Financial is pleased to announce that Jeremy Clayton, CFA, has joined the firm as […]