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CEO · Bragg Financial Advisors Inc

Benton S. Bragg

CRD 2350317 · Named on Form ADV at one SEC-registered adviser

At a glance

Bragg Financial Advisors Inc, an SEC-registered wealth manager based in Charlotte, NC with $4.7 billion in regulatory assets, lists Benton S. Bragg on its Form ADV as CEO, a control person.

Firms and roles

AtlasMembers

Benton’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Benton on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Benton’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.