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    Firm History

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    • 1940s – 1950s

      Frank Bragg Jr. grew up in eastern North Carolina in the small town of Oxford.  He learned the value of hard work at an early age delivering newspapers at age 11, working in the produce department at A&P Grocery, selling tools at Baird Hardware and working in the Granville County tobacco fields every summer.
    • 1957

      Frank entered Wake Forest in the fall of 1957 where he met Kathy Broach in the Wake Forest choir.
    • 1961

      Frank continued dating Kathy Broach and graduated from Wake Forest in 1961 with a BA in English.
    • 1962

      Frank and Kathy were married in 1962 while Frank served in the United States Army.
    • 1964

      Frank moved his family to Charlotte and founded the firm that would become Bragg Financial Advisors in Charlotte, North Carolina. His first office was in the Johnston building on Tryon Street.
    • 1970s-1980s

      Firm grows with a focus on financial planning and corporate benefit plans.
    • 1990

      John Bragg, CFP®, joins firm from Hinrichs Financial Group.
    • 1993

      Benton Bragg, CFA, CFP®, joins firm from Bank of America.
    • 1996

      Phillips Bragg, CFP®, AEP, joins firm from Wachovia (Wells Fargo) Trust Department.
    • 1998

      Office relocated to 100 Queens Road to better serve clients in the medical community.
    • 1998

      Benton Bragg, CFA, CFP®, named as President and CEO of Bragg Financial Advisors.
    • 2000

      Steve Scruggs, CFA, joins firm from GMAC Insurance.
    • 2002

      Launched the Queens Road Funds, a large-cap value strategy and a small-cap value strategy.
    • 2009

      Built a new headquarters building in historic Dilworth.
    • 2010

      Assets under management cross $500 million.
    • 2010-2015

      Firm grows significantly in personnel, adding client advisors, client service and portfolio management.
    • 2014

      Assets under management cross $1 billion and Financial Advisor Magazine includes Bragg Financial Advisors as one of the top 200 largest RIA firms in the country.
    • 2015

      The firm continues to grow, adding new client advisors and portfolio managers.
    • 2017

      Assets under management cross $1.5 billion.
    • 2017

      The Charlotte Business Journal names Bragg Financial to top 10 list of largest financial planning firms in Charlotte.
    • 2018

      The firm grows to 22 employees and expands their services for Family Office clients.
    • 2020

      Firm exceeds $2 billion in assets under management and grows to 26 employees.

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