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, SEC-registered investment adviser (registered in 2021) organized as a corporation and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients. Its advisory services span financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars; it also operates as an insurance broker. Fee arrangements include a percentage of AUM plus options for hourly and fixed fees. The firm identifies as a capital allocator and is not 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
Mathew Koole
Vice PresidentCRD 6419995
Michael Ramser
Retirement PlannerCRD 6927951
James Veillon
Investment AdvisorCRD 7443571
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
Similar firms
Access Wealth Management, LLC
RIALouisville, KY
Pillar Financial Advisors, LLC
RIALouisville, KY
Centerline Wealth Advisors, LLC
RIALouisville, KY
Dynamic Market Advantage, LLC
RIALouisville, KY
Family Wealth Planning Partners
RIALouisville, KY
Magnate Advisory Services, LLC
RIALouisville, KY