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BRAGG FINANCIAL ADVISORS INC.

EIN 56-0938807-investment management-Latest filing 2025
Plans
1
Retirement
1
$27.3M assets
Welfare
0
Participants
39
1031 S. CALDWELL STREET, SUITE 200 - CHARLOTTE, NC 28203704-377-0261braggfinancial.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$27.3M - 39 part

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Retirement#001

BRAGG FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$27.3M
Participants39
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BRAGG FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN & TRUST401k$27.3M392025
Retirement plans
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