Gary Gragg has been General Partner of Gragg & Gragg since January 2000, is a control person of the firm and directly owns between 50% and 75% of it. Gary Gragg holds a BS in Business Administration in Accounting from Appalachian State University.
Gragg & Gragg, L.L.P. is a Shelby, NC firm with $215M under management, 327 clients and 3 advisers in one office, as of its February 2026 filing.
G. Bryon Gragg Jr is Managing Partner of Gragg Financial, based in Shelby, NC. He has over 25 years of experience providing financial advice, and works with individuals and closely held businesses. His financial team includes money managers, estate attorneys, pension consultants and other CPAs. He is a member of the Atrium Health Board of Commissioners.
Gary Gragg’s longest registration was 8 years at CPS Investment Advisors (2017–2025). Before joining Gragg & Gragg in 2025, Gary Gragg was registered through CPS Investment Advisors.
- Gragg FinancialCurrent– present · under a yearShelby, NC · Adviser representative · Firm CRD 110592
- CPS Investment Advisors– · 8 yearsShelby, NC · Adviser representative · Firm CRD 104914
Professional designations
Listed by Gragg & Gragg
- CPA
- Personal Financial Specialist (PFS)
Investment adviser representative registrations
Gary Gragg is registered as an investment adviser representative in 3 states. The first approvals date from October 2025; the most recent is Florida, in December 2025.
- FloridaSince 23 December 2025
- North CarolinaSince 23 October 2025
- South CarolinaSince 23 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 December 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Gary Bryon Gragg
- CRD
- 4476409
- Firm
- Gragg & Gragg · CRD 110592
- Role
- General Partner
- Office
- NINE EAST MARION STREET, Shelby, NC 28150
- Registration
- Investment adviser registration
- In the industry since
- June 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- graggfinancial.com
Where does Gary Gragg work?
Gary Gragg has been General Partner of Gragg & Gragg, L.L.P. since January 2000, and is a control person of the firm.
Is Gary Gragg a financial advisor?
Yes. Gary Gragg has a current investment-adviser registration in Florida, North Carolina and South Carolina, through Gragg & Gragg since October 2025.
How many years of experience does Gary Gragg have?
Gary Gragg has 9 years in the financial industry, since June 2017, across 2 adviser firms.
What exams has Gary Gragg passed?
Gary Gragg passed the Series 65 in December 1999.
Where is Gary Gragg based?
Gary Gragg’s registered office is in Shelby, NC.
Is Gary Gragg registered with FINRA?
No. Gary Gragg has no current broker registration.
How can I verify Gary Gragg’s record?
Search CRD 4476409 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gary Gragg’s full registration record.