Bragg Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,153,212
Total clients
18
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$175,178
About
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.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Fee options
$0 - $500,000: 1.50% $500,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Account minimum: $50,000 (may be waived)
Main office location
Bragg Capital Management LLC
Agoura Hills CA, United States
Number of offices
1
Most active in
Bragg Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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