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 registered investment adviser and capital allocator that works with both individual/family and institutional clients. The firm provides portfolio management for individuals and small businesses, financial planning, and selects third-party advisers when appropriate; it also offers educational seminars and workshops. It operates an insurance brokerage alongside its advisory business and reports affiliations with accountants, law firms, and insurance companies. The adviser is SEC-registered (since 2021), is structured as a corporation with individual ownership, and does not profile itself 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 1JONATHAN HICKS
Chief Executive OfficerCRD 4492684
Contacts
3 of 6Mathew Koole
Vice PresidentCRD 6419995
Michael Ramser
Retirement PlannerCRD 6927951
Chase Rosche
Relationship ManagerCRD 7732501
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$188M in ETFs
43%
$81.3M
48%
$106M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $17.2M | 29,849 | 9.17% |
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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