Gragg & Gragg, L.L.P.
● SEC registered since 2020CRD 110592SEC# 801-119435Shelby, NC
Reg. AUM
$215.4M
Employees
12
Accounts
475
Location
Shelby, NC
About Gragg & Gragg, L.L.P.
Gragg Financial develops and implements business and financial strategies spanning investment advisory, financial planning, business advisory, and compliance. It emphasizes helping clients make smarter decisions that build confidence for the present and future.
Summary based on the firm’s website.
Gragg & Gragg, L.L.P. assets under management
Gragg & Gragg, L.L.P. is an SEC-registered investment adviser based in Shelby, NC. The firm has been registered since 2020. It reports $215.4 million in regulatory assets under management and employs 12 people.
Gragg & Gragg, L.L.P. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Bryon Gragg Control | General Partner | 50-75% | 2000 |
| Jason Daniel Gragg Control | General Partner, Cco | 50-75% | 2000 |
Frequently asked questions
How much does Gragg & Gragg, L.L.P. manage?
Gragg & Gragg, L.L.P. reports $215.4 million in regulatory assets under management on its Form ADV.
How many employees does Gragg & Gragg, L.L.P. have?
Gragg & Gragg, L.L.P. reports 12 employees.
Where is Gragg & Gragg, L.L.P. located?
Gragg & Gragg, L.L.P. is based in Shelby, NC and has been SEC-registered since 2020.
Does Gragg & Gragg, L.L.P. disclose fund performance?
Gragg & Gragg, L.L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Nine East Marion Street, Shelby, NC 28150 |
| Phone | 704-482-2001 |
| Fax | 704-480-7516 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2067958 |
| Discloses disciplinary history | No |
Regulatory AUM
$215.4M▲ 5%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,389 advisers
EmployeesTop 35%
More than 65% of 16,799 advisers
Assets under management
$215.4Mregulatory AUM
Discretionary $215.4M