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  1. Companies/
  2. Bragg Financial Advisors Inc.

Filings through Oct 24, 2026.

Bragg Financial Advisors Inc.

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

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

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

401(k)

Assets$27.3M
Participants39
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BRAGG FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN & TRUST401(k)$27.3M392025
  • BRAGG FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN & TRUST$27.3M
    #001 · 401(k) · 202539
Retirement plans
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