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 discretionary portfolio management for separately managed accounts, primarily serving individual investors. Clients are generally required to invest a minimum of $50,000 (waivable), and as of September 30, 2025 the firm managed about $3.15 million, investing principally in publicly traded securities and exchange-traded funds. The firm’s proprietary strategy allows broad flexibility in position types and trading techniques, including the periodic use of margin leverage and options (covered and uncovered puts and calls, including over‑the‑counter options), and it may employ hedging and higher turnover strategies. Bragg Capital selects investments for each account within the client’s chosen portfolio strategy and provides at least quarterly written account statements. A noteworthy feature is that the managing partner holds an insurance license and engages in life and health insurance sales (approximately two hours per month); the firm may recommend insurance products and will disclose any commissions associated with such recommendations. The adviser directs execution through Interactive Brokers and does not vote client proxies, leaving proxy voting decisions to clients.

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.