J. Hagan Capital, Inc.

Overview

J. Hagan Capital, Inc. is an SEC-registered independent registered investment adviser that began SEC registration in 2021 and operates as a corporation under individual ownership. The firm serves both individual and family clients as well as institutional investors and describes itself as a capital allocator that uses outside managers alongside direct portfolio management. Its advisory services include financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars. The firm also acts as an insurance broker and maintains relationships with accountants, law firms, and insurance companies. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The snapshot data indicates the firm is not classified as an active ESG investor.

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Public Holdings

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Location & Offices