Gragg Financial - Investment Advisers

About Gragg Financial

Gragg Financial, legally named Gragg & Gragg, L.L.P., is an investment adviser headquartered in Shelby, North Carolina. The firm reports $215.36 million in regulatory assets under management and employs 12 people. Its services include financial planning, investment advisory, business advisory, and regulatory compliance. It is listed in the directory of investment advisers across the United States. The firm has served clients in Shelby for more than 50 years and is located in uptown Shelby. It began as a traditional CPA practice focused on taxes and financial statements. Jay Gragg, the managing partner, joined in 1994, became a partner in 2000, and helped shift the business toward broad financial planning and investment advisory. Its clients include individuals and closely held businesses. Bryon Gragg, who has more than 25 years of experience giving financial advice, leads client planning across investments, income taxes, estate planning, and insurance, working with outside money managers, estate attorneys, and CPAs. Larry Dooley, a retired executive from Fox Distributing Company, has worked part-time at the firm since 2017. Gragg Financial is one of the investment advisers in North Carolina in the directory.

Key Facts

Assets Under Management

$215.36M

Employees

12

SEC File Number

801-119435