Firm News

April 26, 2019

Bragg included in CBJ list of Charlotte’s largest wealth management firms

Bragg Financial is pleased to be included again in the Business Journal’s list of largest […]
April 25, 2019

Charlotte Business Journal: How financial-advisory firms in Charlotte are planning for their own future.

Benton Bragg, president and CEO of Bragg Financial, was recently interviewed by the Charlotte Business Journal. […]
March 14, 2019

Run with the Bragg Team!

Join the Bragg team Friday, May 10 for the Right Moves for Youth Twilight 5K! Charlotte’s […]
March 6, 2019

Kiplinger highlights Queens Road Small Cap Value Fund for performance during 4th quarter 2018 volatility.

Visit or download a prospectus. Investment return and principal value will fluctuate, so that shares may be […]
February 20, 2019

The Bragg Team is Growing!

Join us as we welcome Adria Fulton, FPQP™, to Bragg Financial. She joins the team […]
February 19, 2019

Bragg Boot Camp

Bragg Financial will host its 3rd annual Bragg Boot Camp—Lessons in Financial Literacy for Young […]
February 18, 2019

Right Moves and LeBron—A Big Win!

Thanks to the generosity of Team LeBron and NBA Cares, Right Moves for Youth, co-founded […]
February 11, 2019

Bragg Financial Sponsors PBS’s Trail of History

PBS program Trail of History, sponsored by Bragg Financial Advisors, will explore Charlotte’s Historic West End. […]
January 31, 2019

Bragg Financial Sponsors Davidson College Concert Series

Percussionist, composer, and media artist Scott Deal is joined by Davidson College Artist Associate in […]