Overview
Assets Under Management: $261 million
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 44
Average Client Assets: $2 million
Frequently Asked Questions
J. HAGAN CAPITAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168467), J. HAGAN CAPITAL, INC. is subject to fiduciary duty under federal law.
J. HAGAN CAPITAL, INC. is headquartered in LOUISVILLE, KY.
J. HAGAN CAPITAL, INC. serves 44 high-net-worth clients according to their SEC filing dated March 30, 2025. View client details ↓
According to their SEC Form ADV, J. HAGAN CAPITAL, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
J. HAGAN CAPITAL, INC. manages $261 million in client assets according to their SEC filing dated March 30, 2025.
According to their SEC Form ADV, J. HAGAN CAPITAL, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.77
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,042
Discretionary Accounts: 2,042
Regulatory Filings
CRD Number: 168467
Filing ID: 1972826
Last Filing Date: 2025-03-30 14:18:00
Website: https://jhagancapital.com