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, offering discretionary and non‑discretionary portfolio management, financial planning, tax planning, and access to alternative investments and TAMP/sub‑advisor solutions. The firm also supports participant account management and uses third‑party administrative platforms for reporting and account maintenance. The firm constructs customized portfolios across traditional and alternative asset classes — including private placements and non‑traded REITs — and generally favors a long‑term orientation while rebalancing or reallocating as market conditions warrant; it may implement strategies through third‑party managers or model portfolios. J. Hagan Capital emphasizes integrating tax and estate planning into investment decisions by employing an in‑house CPA and a licensed estate‑planning attorney and by offering coordinated tax planning and an online estate‑planning tool to clients. Noteworthy and less common features disclosed in the brochure include the firm’s in‑house accounting and estate‑planning professionals, disclosed insurance‑agency affiliations with adviser‑agents who earn commissions, and formal referral/promotor arrangements that pay referral fees. The brochure also discloses a recent change in compliance leadership, the principal’s regular media appearances, and acceptance of transition assistance from a custody provider, with the firm describing policies and disclosures it uses to manage the resulting conflicts.
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.
You can also browse J. Hagan Capital, Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Louisville, KY
| 19
| |
Louisville, KY
| 11
| |
Louisville, KY
| 5
| |
Lafayette, LA
| 4
| |
Louisville, KY
| 8
|
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