O'HAGAN GROUP, INC.

Overview

O'Hagan Group, Inc. is an independent registered investment adviser that manages client relationships on a fee‑based, percentage‑of‑AUM model. The firm focuses on financial planning and discretionary portfolio management for individuals, families, small businesses and institutional business clients. Investment practice tilts strongly toward publicly traded equities — both individual stocks and exchange‑traded funds — and the registered strategy reflects an equity‑first preference rather than a heavy allocation to private alternatives or ESG‑driven mandates. Custody and trading flow through a national custodian, which supports the firm’s emphasis on liquid, exchange‑traded instruments and separately managed account (SMA) structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices