Gragg & Gragg, L.L.P.
- Regulatory AUM
- $215M
- Discretionary
- $215M
- Clients
- 327
- Avg AUM / client
- $659K
- Accounts
- 475
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 255 | $49.1M | 22.8% |
| High net worth individuals | 55 | $109M | 50.5% |
| Pension and profit sharing plans | 10 | $24.4M | 11.3% |
| Charitable organizations | 6 | $32.0M | 14.8% |
| Corporations and other businesses | 1 | $1.2M | 0.56% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Hospice Cleveland County Foundation EIN 850575028 | Shelby, NC | 12/31/2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gary Bryon Gragg | General Partner | Personal Financial Specialist | Jan 2000 (27y) | 50% – 75% |
| Jason Daniel Gragg | General Partner, Cco | Personal Financial Specialist | Jan 2000 (27y) | 50% – 75% |
| Bre Ann Layne Weaver | Registered representative | Aug 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Hospice Cleveland County Foundation | Public charity | $27.2M | 12/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/13/2026 | 966 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 13, 2026.
View current Form ADV (SEC/IAPD) ↗