J. Hagan Capital, Inc.
● SEC registered since 2021CRD 168467SEC# 801-121718Louisville, KY
Reg. AUM
$341.8M
Employees
14
Accounts
1,689
Location
Louisville, KY
J. Hagan Capital, Inc. assets under management
J. Hagan Capital, Inc. is a registered investment adviser overseen by the SEC based in Louisville, KY. The firm has been registered since 2021. It reports $341.8 million in regulatory assets under management and employs 14 people.
J. Hagan Capital, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan Hagan Hicks Control | Chief Executive Officer | Over 75% | 2013 |
| Patrick Hoerter | Cco | Under 5% | 2026 |
Frequently asked questions
How much does J. Hagan Capital, Inc. manage?
J. Hagan Capital, Inc. reports $341.8 million in regulatory assets under management on its Form ADV.
How many employees does J. Hagan Capital, Inc. have?
J. Hagan Capital, Inc. reports 14 employees.
Where is J. Hagan Capital, Inc. located?
J. Hagan Capital, Inc. is based in Louisville, KY and has been SEC-registered since 2021.
Does J. Hagan Capital, Inc. disclose fund performance?
J. Hagan Capital, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8311 Shelbyville Road, Louisville, KY 40222 |
| Phone | (502) 690-5635 |
| Fax | (502) 237-0077 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$341.8M▲ 31%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,369 advisers
EmployeesTop 32%
More than 68% of 16,804 advisers
Assets under management
$341.8Mregulatory AUM
Discretionary $213MNon-discretionary $128.8M