# Henry Bragg & Co.

> Henry Bragg & Co. is an SEC-registered investment advisory firm in Houston, TX, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 2, 2026.

- CRD: 311388
- Filed as: HENRY BRAGG & CO.
- Legal name: Henry Bragg & Co., LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: February 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311388
- AdvisorCensus page: https://advisorcensus.com/firm/henry-bragg-and-co-houston-tx-311388

## Quick answers

**How is Henry Bragg & Co. compensated?**
On its Form ADV (Item 5.E, October 2026), Henry Bragg & Co. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Henry Bragg & Co. located?**
Henry Bragg & Co.'s principal office is in Houston, TX, according to its Form ADV.

**Is Henry Bragg & Co. registered with the SEC or a state?**
Henry Bragg & Co. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 311388.

**How much does Henry Bragg & Co. manage?**
Henry Bragg & Co. reports $468,655,772 in regulatory assets under management in its Form ADV filing dated February 2, 2026 (89% discretionary).

**How have Henry Bragg & Co.'s assets and staff changed since 2021?**
In the Form ADV data for Henry Bragg & Co.: Regulatory assets under management: $194,707,259 in the October 2021 data and $468,655,772 in the October 2026 data, up 141%. Total employees: 1 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Henry Bragg & Co. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (59); individuals (other than high net worth individuals) (13).

**Which custodians does Henry Bragg & Co. use?**
Henry Bragg & Co.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Henry Bragg & Co. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311388

**Does Henry Bragg & Co. state an account minimum?**
Its Form ADV Part 2A brochure dated February 2, 2026 says: "In general, we prefer a minimum dollar amount of $2 million to open and maintain a portfolio management account."

**What changed in Henry Bragg & Co.'s recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $342,209,364 to $468,655,772 (+37%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 2, 2026)

- Account minimum: $2,000,000

> In general, we prefer a minimum dollar amount of $2 million to open and maintain a portfolio management account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $468,655,772
- Discretionary: $419,443,764
- Non-discretionary: $49,212,008

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $6,319,915 |
| High net worth individuals | 59 | $455,995,780 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $6,340,077 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (5 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- henrybraggco.com
- Facebook @henrybraggco
- Instagram @henrybragg
- LinkedIn @henrybragg
- X @henrybragg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $194,707,259 | 1 | August 30, 2021 |
| October 2022 | $273,726,474 | 1 | June 17, 2022 |
| October 2023 | $227,333,952 | 1 | April 5, 2023 |
| October 2024 | $284,594,499 | 1 | May 10, 2024 |
| October 2025 | $342,209,364 | 1 | March 5, 2025 |
| October 2026 | $468,655,772 | 4 | February 2, 2026 |

Regulatory assets under management: $194,707,259 in the October 2021 data and $468,655,772 in the October 2026 data, up 141%.
Total employees: 1 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $342,209,364 to $468,655,772 (+37%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Henry Bragg & Co. (CRD 311388): Form ADV filing data as of October 2026.