Gragg Financial
Gragg Financial is an SEC-registered mass-market adviser in Shelby, NC with $215.4M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Gragg Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110592, SEC 801-119435, data through 2026-02-13.
- AUM (assets under management / regulatory AUM)
- $215.4M (2026-02-13)
- Firm type
- Mass-Market Adviser
- Location
- Shelby, NC
- Employees
- 12
- Clients
- 327
- CRD
- 110592
- Ownership
- GRAGG, GARY, BRYON; GRAGG, JASON, DANIEL
How much AUM does Gragg Financial have?
Gragg Financial reported $215.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-13).
Who owns Gragg Financial?
Disclosed owners and executives of Gragg Financial include GRAGG, GARY, BRYON, GRAGG, JASON, DANIEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.