J. Hagan Capital, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$297,078,307
Clients
785
Advisors
5
across 2 offices
About
J. Hagan Capital provides investment management and financial planning to individuals, high‑net‑worth clients, trusts and estates, offering portfolio management, financial planning, tax planning, and estate‑planning support. The firm manages both discretionary and non‑discretionary accounts and also works with held‑away retirement plan participant accounts via a third‑party platform.
The firm builds customized, goal‑oriented portfolios that may include traditional equities and fixed income, alternative investments (including private placements and REITs), model managers and TAMP solutions, and it employs fundamental, quantitative and technical analysis in portfolio selection. Ongoing supervision includes periodic rebalancing, due diligence on third‑party managers, and coordinated reporting and fee billing through qualified custodians.
Distinctive aspects disclosed in the brochure include an in‑house Certified Public Accountant and a licensed estate‑planning attorney who collaborate with the advisory team, and advisory personnel who are also licensed insurance agents and may receive commissions and FMO‑related compensation for insurance sales. The firm also discloses a pending civil lawsuit related to a private offshore investment and principal‑level consulting affiliations with other investment advisers that generate separate compensation and are described in its disclosures; the brochure also notes the principal’s regular media appearances and the firm’s use of referral/promoter arrangements.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning engagements based on expected hours; advanced tax planning services start at $500.
up to 1.50% annually, negotiable and based on account size, complexity, activity, and other factors
Certain IARs licensed insurance agents earn commissions from insurance products separate from advisory fees.
Financial planning and consulting charged at $350 per hour.
Account minimum: $500,000 Fee-only: Financial planning fees at $350 per hour or fixed fee per engagement; Tax planning starts at $500; fees negotiated depending on complexity.
Main office
See office8311 Shelbyville Road
Louisville KY 40222
Advisors at this office
4
Offices (2)
Most active in
Florida · Indiana · Kentucky · Louisiana · Maryland · Ohio · Texas · Virginia · Wisconsin · Wyoming
Also doing business as
Hervest · J. Hagan & Warren · J. Hagan Capital, Inc. · J. Hagan Warren Capital Partners Limited · J. Hagan, Warren & Associates Wealth Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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 background includes roles at Nationwide Investment Services Corporation, Jurs Montgomery Brokerage, and US Bank. J. Hagan Capital provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolios that include equities, fixed income, alternative investments, and model managers, supported by an in-house CPA and estate-planning attorney.
James V
Series 65
Lafayette, LA
J. Hagan Capital, Inc.
James Veillon is a financial advisor at J. Hagan Capital, Inc. with four years of industry experience. He holds a Series 65 designation and has previously worked with Matthew James Tax & Wealth Management, MassMutual Life Insurance Co., Mass Mutual Investors Services, State Farm VP Management Corp., Bruce Montesano Insurance Agency, Louisiana Family Fitness Center, Louisiana State University - Shreveport, and St. Landry Parish School Board. J. Hagan Capital provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolios using a range of investment strategies and collaborates with in-house tax and estate-planning professionals to support coordinated wealth management.
Cameron W
Series 66
Louisville, KY
J. Hagan Capital, Inc.
Cameron Wisley is a financial advisor at J. Hagan Capital, Inc. in Louisville, KY with eight years of industry experience. He holds the Series 66 designation and has previously worked at Strategic Wealth Investment Group, Strategic Wealth Designers, Ameriprise Financial Services, and WestPoint Financial Group. Prior to his financial career, he spent six years working at Wagoner's Painting. J. Hagan Capital provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolios that incorporate traditional and alternative investments, employing fundamental, quantitative, and technical analysis, with ongoing supervision and collaboration from in-house specialists including a CPA and estate-planning attorney.
Mathew K
Series 63, Series 65
Louisville, KY
J. Hagan Capital, Inc.
Mathew Koole is a financial advisor at J. Hagan Capital, Inc. in Louisville, KY, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual from 2014 to 2019. J. Hagan Capital provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolios using a range of investment strategies and collaborates with in-house tax and estate planning professionals.
Jonathan H
Series 63, Series 65
Louisville, KY
J. Hagan Capital, Inc.
Jonathan Hicks is a financial advisor at J. Hagan Capital, Inc. in Louisville, KY, with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Madison Avenue Securities, LLC and various J. Hagan entities. Outside of his advisory role, he is the founder of Auctus Tactical Inc., which consults on trading strategies for private equity and hedge funds, and serves as Chief Marketing Officer of Demter Tactical Investments Corp, a firm operating tactical and quantitative investment strategies. J. Hagan Capital provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolios combining traditional and alternative investments and employs fundamental, quantitative, and technical analysis, supported by coordinated reporting and oversight through qualified custodians.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)