Steven H. Scruggs

Chief Operations Officer at Bragg Financial Advisors, Inc.

Steven H. Scruggs

Steven H. Scruggs

Chief Operations Officer at Bragg Financial Advisors, Inc.

Biography

Steven H. Scruggs

Director of Research, Senior Portfolio Manager, Member of Investment Committee

Steve serves as director of research and senior portfolio manager for Bragg Financial Advisors. Steve is also the primary portfolio manager of our two mutual funds, the Queens Road Value Fund and the Queens Road Small Cap Value Fund. Prior to joining Bragg Financial Advisors in 1999, Steve spent three years as a product manager with GMAC Insurance and Reliance Insurance Companies.

Steve earned his BA from North Carolina State University in 1992 and his MBA from Wake Forest University in 1996. He earned the right to use the Chartered Financial Analyst® (CFA®) designation in 2003. Steve is a member of the CFA Institute and the North Carolina Society of Financial Analysts.

Steve is married with four daughters and lives on a small family farm near Davidson, NC. Steve enjoys fishing, hunting, playing golf and being outdoors on the farm with his girls. Steve’s interest in hands-on learning has led him to build a variety of things, including: a wooden canoe; a snow-making machine so his daughters could sled; a smokehouse for curing meats; a pond to attract wildlife; and a kiln to forge steel for knife-making. He is especially proud of the "Huck Finn" raft that he built with his daughters.

Community Involvement

* A Giving Spirit Foundation: former Board Member
* Davidson Community Players: former Board member and treasurer
* Ramah Christian Classical School: former Board member and finance chair
* Davidson College Presbyterian Church: Elder and former stewardship committee chair
* Johnston YMCA: Former board member
* Bethlehem Center of Charlotte: Former chairman of the board

Steven H. Scruggs is a Registered Principal with Queens Road Securities, LLC Member FINRA/SIPC.

Overview
Career Highlights

Bragg Financial Advisors, Inc.

RelSci Relationships

151

Number of Boards

3

Contact Data
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Relationships
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President at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Portfolio Manager & Member of Investment Committee at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Portfolio Manager at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Founder at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Editor In Charge at Mergent, Inc.

Relationship likelihood: Strong

Executive Director at Bethlehem Center of Charlotte

Relationship likelihood: Strong

Treasurer at Bethlehem Center of Charlotte

Relationship likelihood: Strong

Client Experience Officer at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Superintendent at Bethlehem Center of Charlotte

Relationship likelihood: Strong

Chief Compliance Officer, Controller & Tax Specialist at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

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Steven H. Scruggs
Chief Operations Officer at Bragg Financial Advisors, Inc.
Education
BA
Class of 1992

North Carolina State University,officially North Carolina State University at Raleigh,is a public, coeducational, research university located in Raleigh, North Carolina, United States. Commonly known as NC State or simply State, the university is part of the University of North Carolina system and is a land, sea, and space grant institution. The university forms one of the corners of the Research Triangle together with Duke University in Durham and The University of North Carolina at Chapel Hill.

Memberships
Member

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Career History
Chief Operations Officer
2002 - Current

Bragg Financial Advisors' investment approach emphasizes diversification, long-term holding periods and fundamental analysis. the firm seeks to achieve superior risk-adjusted returns through investments in portfolios comprised of stocks, bonds and mutual funds. Investment strategies and target portfolio allocations are developed by the financial investment policy committee. This committee, made up of analysts and portfolio managers, analyzes each security considered for inclusion in a portfolio. Portfolios are managed individually according each client's written investment policy statement. Assets within portfolios are allocated to meet each client's risk tolerance, tax circumstances and liquidity needs.

Product Manager
Prior - 1998

GMAC Insurance Holdings, Inc. provides automobile insurance services. It provides insurance services for cars, recreational & commercial vehicles, and motorcycles. The company is headquartered in St. Louis, MO.

Product Manager
Prior
Boards & Committees
Chairman, Board of Directors
Current

Bethlehem Center of Charlotte in its relationship with the General Board of Global Ministries of the United Methodist Church provides and integrates human services to low-income residents.The agency helps each individual to develop mentally, physically, emotionally and spiritually and promotes racial understanding and social justice.

Member, Board of Directors
Current

The YMCA of Greater Charlotte operates as a community service organization. It serves all people, regardless of their ability to pay, with programs that develop the spirit, mind, and body. It provides traditional daycare, an after school enrichment program, and day camp activities. It also offers programs designed to develop the spirit, mind and body through cardiovascular and muscular activity. The company was founded in November 1874 and is headquartered in Charlotte, NC.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$1,000 +
2002

Wake Forest University is an institution of higher education dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. It operates Wake Forest College, a graduate school of arts and sciences, and four professional schools.

$1,000 +
2001

Wake Forest University is an institution of higher education dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. It operates Wake Forest College, a graduate school of arts and sciences, and four professional schools.

Political Donations
$1,000
2012

Senator at Office of the Senator from Utah, Mitt Romney

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