A complete list of active advisors currently associated with J. Hagan Capital, Inc.

Warmer can help you find a great advisor at J. Hagan Capital, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at J. Hagan Capital, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.