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HENRY BRAGG & CO.

HOUSTON, TX · CRD 311388 · IAPD ↗ · 713-393-9444

$468.7MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2026 — HENRY BRAGG & CO. reported RAUM up 37% ($342.2M -> $468.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
February 2024 — HENRY BRAGG & CO. reported RAUM up 25% ($227.3M -> $284.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.