A complete list of active advisors currently associated with Bragg Capital Management LLC
Warmer can help you find a great advisor at Bragg Capital Management LLC or one who fits your needs even better.
Bragg Capital Management provides portfolio management for separately managed accounts for individual investors and currently manages about $5.3 million across 19 client accounts. Accounts are fee-based and charged as a percentage of assets, with advisory fees billed monthly; the firm invests principally in publicly traded securities and exchange-traded funds. The firm manages client accounts on a discretionary basis within portfolio strategies that clients select and issues at least quarterly written account statements. Its proprietary approach concentrates on equities and ETFs but explicitly permits the use of options and margin leverage and places no preset limits on concentrations or positions. Notably, the firm’s principal holds an insurance license and conducts life and health insurance sales as a separate business activity; the brochure discloses that any insurance recommendations and related commissions would be disclosed to clients, representing a potential conflict of interest. The firm’s stated willingness to employ margin and uncovered option positions in client accounts is also distinctive for a small independent adviser, and the brochure warns this can increase turnover, transaction costs, and downside risk.
To learn more about the advisors currently working at Bragg Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Agoura Hills, CA
| 7
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)