Firm History

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.