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J. HAGAN CAPITAL, INC.
CRD 168467 · SEC 801-121718
8311 SHELBYVILLE ROAD, LOUISVILLE, KY, 40222, United States
Phone
(502) 690-5635
Fax
(502) 237-0077
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$341.8M
Discretionary AUM
$213.0M
Team
12 total employees; 10 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-10
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 713 | $169.8M |
| High net worth individuals | 72 | $127.3M |
| Pooled investment vehicles | 91 | $44.7M |
States served
IN, KY, LA, MD, OH, VA, WI, WY, TX, FL
All web addresses on file
- https://www.youtube.com/@TheRetirementSolutionPodcast
- https://www.linkedin.com/company/j-hagan-capital
- https://www.retirementsolutionradio.com
- https://www.jhagancapital.com
- https://www.facebook.com/retirementsolutionradio/
- https://www.instagram.com/jhagancapital
- https://www.facebook/HERVest
- https://www.youtube.com/@J.HaganCapital
- https://www.facebook.com/JHaganCapital
Official SEC filing: View on IAPD