Louisville, KY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
J. Hagan Capital, Inc.
Team
Firm-wide stats for J. Hagan Capital, Inc.
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.
Based on J. Hagan Capital, Inc.
Expertise
Based on J. Hagan Capital, Inc.
Location
8311 Shelbyville Road
Louisville KY 40222
Advisors at this office
4
Advisors at this office
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.
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.
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