Henry Bragg & Co
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Overview
Henry Bragg & Co operates as a financial advisory company that has its headquarters in Houston, Texas. The firm manages $227.3 million in assets across 443 customer accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). It has a small group, including 1 financial advisor. Henry Bragg & Co does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like bonds, stocks and options.
Henry Bragg & Co oversees 422 of the firm's client assets on a discretionary basis. Discretionary management signifies that transaction decisions are made by an investment advisor without needing the customer's approval. The company also manages 21 non-discretionary accounts with a total of $8.0 million in assets. The investment advisory firm's average account size is $513,169. The typical financial advisor at Henry Bragg & Co administers about 443 client accounts.
The firm's central office is located at 2900 Weslayan St., Houston, Texas 77027. The company is permitted to serve customers throughout a number of states, including Georgia, Tennessee and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Henry Bragg & Co by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$227.3 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
443
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$513.2 thousand
Products and Services
Henry Bragg & Co offers a variety of financial services, which can consist of portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. It does not sell products or offer services other than investment advice to its investment advisory clients.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management usually are based on which service is provided. Fees charged by the firm can include the following fee structures: asset-based, hourly or fixed. The company does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm caters to retail investors and high net worth investors. Out of its 443 clients, Henry Bragg & Co's largest client type by number of accounts is high net worth investors, although it also serves 57 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 81.43%
- Other Individuals - 18.57%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Henry Bragg & Co does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Henry Bragg & Co
Houston, TX
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