J. Hagan Capital, Inc.
Firm details
- Headquarters
- Louisville, Kentucky
- CRD number
- 168467
- Registered since
- July 9, 2021
- Website
- jhagancapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., COMMUNITY BANK NA
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals49.69%
- HNWI37.24%
- Pooled Investment Vehicles13.07%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
J. Hagan Capital, Inc. is an independent, individual-owned RIA that registered with the SEC in 2021. The firm combines advisory services with insurance brokerage activity and positions itself as a capital allocator, sourcing third-party managers and private placements in addition to managing in-house portfolios. Its client mix includes individuals and families as well as institutional relationships. Advisory offerings span financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. The firm bills using a mix of percentage-of-AUM, hourly, and fixed fees. It does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents6%
- Private Funds5%
Owners & executives
1 of 1
Jonathan Hicks
Chief Executive OfficerCRD 4492684
Contacts
3 of 5
Cameron Wisley
Retirement PlannerCRD 6878987
Mathew Koole
Vice PresidentCRD 6419995
Michael Ramser
Retirement PlannerCRD 6927951
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$219M in ETFs
45%
$99.3M
46%
$119M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $22.2M | 30,187 | 10.16% |
Location
Louisville, KY
Jefferson
Location
Louisville, KY
Headquartered in Louisville, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- Jefferson
- Address
- 8311 Shelbyville Rd
- Time zone
- CT (UTC-6)
- Office locations
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