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J. Hagan Capital, Inc.

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Client assets under management

$297,078,307

Clients

785

9% high-net-worth

Advisors

6

of 12 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

131

Very High

Average account size

$378,444

About

J. Hagan Capital is a registered investment adviser that serves individuals, high‑net‑worth clients, trusts, and estates with customized investment management and financial planning. The firm provides discretionary and non‑discretionary portfolio management and also advises on held‑away retirement accounts, sub‑advisors, and Turnkey Asset Management Platform (TAMP) strategies.

The firm builds portfolios using traditional and alternative asset classes — including private placements and non‑traded REITs — and employs fundamental, quantitative, and technical analysis alongside third‑party managers and model portfolios to implement and rebalance strategies. JHC also offers tax planning, estate‑planning support via an online tool, and participant account management for defined‑contribution plans using a third‑party platform.

JHC’s advisory model is notable for its in‑house professional team: the firm employs a Certified Public Accountant and a licensed estate‑planning attorney whose services are included within client advisory relationships, and several investment adviser representatives are also licensed insurance agents (with disclosed commission arrangements and FMO relationships). Leadership maintains outside industry affiliations, the firm discloses referral and standing‑letter‑of‑authorization practices and recent material updates in its ADV, and it describes these relationships and potential conflicts in its disclosure documents.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Retirement income strategy Private / alternative investments Real estate investing

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Fee options

Fixed

Fixed fees for financial planning engagement (negotiated per client), estate planning tool fees up to $2,500 or $4,000, plus possible property retitling fees (up to $400 each)

Percentage

$0 - $500,000: Not explicitly stated, fees may be negotiable and/or waived at the Advisor’s discretion $500,000+: Up to 1.50% annually, specific fee percentages vary based on size, complexity, and other factors

Commissions

Insurance product commissions and trails earned separately by licensed insurance agents who are also investment advisor representatives

Project-based

Financial planning fees at $350 per hour; termination rate at $250 per hour for partial engagements

Other

Account minimum: $500,000 Fee-only: Financial planning services billed hourly at $350 per hour or fixed fee per engagement, negotiated in advance; Tax planning fees range from $20,000 to $70,000; Estate planning support fees up to $2,500 or $4,000 depending on engagement

Main office location

J. Hagan Capital, Inc.

8311 Shelbyville Road

Louisville KY 40222, United States

Number of offices

3

Most active in

Florida · Indiana · Kentucky · Louisiana · Maryland · Ohio · Texas · Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Marion D

Series 63, Series 65

Lafayette, LA

J. Hagan Capital, Inc.

Marion Doucet is a financial advisor at J. Hagan Capital, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brock & Associates and Primerica Financial Services. Outside of his advisory role, he is involved in real estate investing through GDD Investments, LLC. J. Hagan Capital provides investment advisory and planning services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm offers customized portfolio management and financial planning, incorporating a range of traditional and alternative investments with ongoing portfolio monitoring and discretionary trading when authorized.

Retirement income strategy Private / alternative investments Real estate investing
user avatar

Michael R

Series 63, Series 65

Louisville, KY

J. Hagan Capital, Inc.

Michael Ramser is a financial advisor at J. Hagan Capital, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Jurs Montgomery Brokerage and Nationwide Investment Services Corporation. J. Hagan Capital provides investment advisory and planning services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm offers customized portfolio management and financial planning, utilizing a range of investment strategies including traditional and alternative assets, with ongoing monitoring and discretionary trading when authorized.

Retirement income strategy Private / alternative investments Real estate investing
user avatar

James V

Series 65

Lafayette, LA

J. Hagan Capital, Inc.

James Veillon is a financial advisor at J. Hagan Capital, Inc. with three years of industry experience. He holds a Series 65 designation and has worked at several firms including Matthew James Tax & Wealth Management and MassMutual Life Insurance Co. Prior to his advisory roles, he held positions in insurance agencies and educational institutions. J. Hagan Capital provides investment advisory and planning services primarily to individual and high-net-worth clients, along with trusts and estates. The firm offers customized portfolio management and estate-planning support, utilizing a mix of traditional and alternative investments with ongoing monitoring and discretionary trading when authorized.

Retirement income strategy Private / alternative investments Real estate investing
user avatar

Cameron W

Series 66

Louisville, KY

J. Hagan Capital, Inc.

Cameron Wisley is a financial advisor at J. Hagan Capital, Inc. in Louisville, KY, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Strategic Wealth Investment Group, Strategic Wealth Designers, and Ameriprise Financial Services. J. Hagan Capital provides investment advisory and planning services to individual and high-net-worth clients, as well as trusts and estates, offering customized portfolio management, financial and tax planning, and estate-planning support. The firm constructs tailored portfolios using a combination of traditional and alternative investments, employing fundamental, quantitative, and technical analysis with ongoing monitoring and discretionary trading when authorized.

Retirement income strategy Private / alternative investments Real estate investing
user avatar

Mathew K

Series 63, Series 65

Louisville, KY

J. Hagan Capital, Inc.

Mathew Koole is a financial advisor with J. Hagan Capital, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Prior to joining J. Hagan Capital in 2019, he worked at Northwestern Mutual in various capacities from 2014 to 2019. J. Hagan Capital provides investment advisory and planning services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm offers customized portfolio management and financial planning, incorporating a range of traditional and alternative investments, and employs a combination of fundamental, quantitative, and technical analysis in its investment approach.

Retirement income strategy Private / alternative investments Real estate investing
user avatar

Jonathan H

Series 63, Series 65

Louisville, KY

J. Hagan Capital, Inc.

Jonathan Hicks is a financial advisor with J. Hagan Capital, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with J. Hagan Capital since 2018 and previously held roles at several related entities from 2013 to 2018. Outside of his advisory work, he is the founder of Auctus Tactical Inc., providing consulting services to private equity and hedge fund companies, and serves as Chief Marketing Officer for Demter Tactical Investments Corp, which operates tactical and quantitative investment strategies. J. Hagan Capital provides investment advisory and planning services primarily to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolio management and financial planning, incorporating a range of traditional and alternative investments, and employs a combination of fundamental, quantitative, and technical analysis in its investment approach.

Retirement income strategy Private / alternative investments Real estate investing
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