Lafayette, LA Office

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.