Benton Sellers Bragg

Employer firm

Bragg Financial Advisors Inc CRD 108780

$4.67B regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1993 → Present
  Bragg Financial Advisors
  Charlotte, NC
• 05/2000 → 09/2020
  Queens Road Securities, Llc
  Charlotte, NC

Other Businesses

1.) 1031 S, LLC, CHARLOTTE, NC, 8.68% LIMITED LIABILITY MEMBER, NON-INVESTMENT RELATED, BENTON S. BRAGG SPENDS ZERO HOURS PER MONTH ON THIS ACTIVITY DURING TRADING AND 2 HOURS PER MONTH DURING NON-TRADING HOURS. 2.) 2500 DISTRIBUTION STREET INVESTORS, LLC, CHARLOTTE, NC, 14.756% LIMITED LIABILITY MEMBER, NON-INVESTMENT RELATED, BENTON S. BRAGG SPENDS ZERO HOURS PER MONTH ON THIS ACTIVITY DURING TRADING AND NON-TRADING HOURS. 3.) TRACT 5239 INVESTORS, LLC, CHARLOTTE, NC, 14.99% LIMITED LIABILITY MEMBER, NON-INVESTMENT RELATED, BENTON S. BRAGG SPENDS ZERO HOURS PER MONTH ON THIS ACTIVITY DURING TRADING AND NON-TRADING HOURS, BENTON S. BRAGG SPENDS ZERO HOURS PER MONTH ON THIS ACTIVITY DURING TRADING AND NON-TRADING HOURS. 4.) LOST HIGHWAY, LLC, CHARLOTTE, NC, 26.8% LIMITED LIABILITY MEMBER, NON-INVESTMENT RELATED, BENTON S. BRAGG SPENDS ZERO HOURS PER MONTH ON THIS ACTIVITY DURING TRADING AND NON-TRADING HOURS. 5.) IREDELL AVENUE RESIDENTIAL DEVELOPMENT, LLC, CHARLOTTE, NC, 20% LIMITED LIABILITY MEMBER, NON INVESTMENT RELATED, BENTON BRAGG SPENDS ZERO HOURS PER MONTH ON THIS ACTIVITY DURING TRADING AND NON-TRADING HOURS. 6.) SEVENTY THREE, LLC, CHARLOTTE, NC, 25% LIMIITED LIABILITY MEMBER, NON-INVESTMENT RELATED, BENTON BRAGG SPENDS ZERO HOURS PER MONTH ON THIS ACTIVITY DURING TRADING AND NON TRADING HOURS. 7.) NEW MILLENNIUM COMMUNICATIONS, LLC, ORGANIZED IN NORTH CAROLINA, 16.6644% LLC MEMBER, NON-INVESTMENT RELATED, BENTON BRAGG SPENDS ZERO HOURS PER MONTH ON THIS ACTIVITY DURING TRADING AND NON-TRADING HOURS. 8.) MECKLENBURG COUNTY COUNCIL OF BOY SCOUTS, 1410 E. 7TH STREET, CHARLOTTE, NC 28204; MEMBER OF THE FINANCE COMMITTEE AND BOARD OF ADVISORS, INVESTMENT RELATED, BENTON SPENDS ZERO HOURS PER MONTH ON THE ACTIVITY DURING TRADING HOURS AND 1-2 HOURS PER MONTH DURING NON-TRADING HOURS. 9.) WINGATE UNIVERSITY, 211 E WILSON STREET, WINGATE, NC 28174; MEMBER OF THE BOARD OF TRUSTEES AND INVESTMENT COMMITTEE, INVESTMENT RELATED, BENTON SPENDS ZERO HOURS PER MONTH ON THE ACTIVITY DURING TRADING HOURS AND 1-2 HOURS PER MONTH DURING NON-TRADING HOURS. 10.) DAVIDSON COLLEGE PRESBYTERIAN CHURCH, 100 N MAIN STREET, DAVIDSON, NC 28036; MEMBER OF THE ENDOWMENT INVESTMENT COMMITTEE, INVESTMENT RELATED, BENTON SPENDS ZERO HOURS PER MONTH ON THE ACITIVITY DURING TRADING HOURS AND 1-2 HOURS PER MONTH DURING NON-TRADING HOURS. 11.) 96 DEACON, LLC, ORGANIZED IN NORTH CAROLINA, 20% LLC MEMBER, NON INVESTMENT RELATED, BENTON BRAGG SPENDS ZERO HOURS PER MONTH DURING TRADING HOURS AND ZERO HOURS PER MONTH DURING NON-TRADING HOURS. 12.) 605 LEXINGTON, LLC, 25% LIMITED LIABILITY MEMBER, ORGANIZED IN NORTH CAROLINA, NON INVESTMENT RELATED, BENTON BRAGG SPENDS ZERO HOURS PER MONTH DURING TRADING HOURS AND 2 HOURS PER MONTH DURING NON-TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-04
• S63 Uniform Securities Agent State Law Examination
  1993-05-19

Designations

• Certified Financial Planner
• Chartered Financial Analyst