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J. HAGAN CAPITAL, INC.
CRD 168467File 801-121718
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$341.8M
Below cohort median (national)
Discretionary AUM
$213.0M
Non-discretionary $128.8M
Clients
876
1,689 accounts
Employees
14
Below cohort median in KY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 9, 2021
- Principal office
- 8311 SHELBYVILLE ROAD, LOUISVILLE, KY, 40222
- Phone
- (502) 690-5635
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $341.8M
- Discretionary AUM
- $213.0M
- Non-discretionary AUM
- $128.8M
- Discretionary accounts
- 1,051
- Non-discretionary accounts
- 638
- Total accounts
- 1,689
- AUM per client
- $390K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 72 | $127.3M |
| Pooled investment vehicles | 91 | $44.7M |
| Individuals (other than high net worth individuals) | 713 | $169.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11H2
- Q11H1C
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 12 | increased by3 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 815 | 876 | increased by61 |
| Apr 1, 2026 | AUM | $260,883,940 | $341,762,266 | increased by$80,878,326 |
| Apr 1, 2026 | Accounts | 2,042 | 1,689 | decreased by353 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 442 | 815 | increased by373 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $174,802,233 | $260,883,940 | increased by$86,081,707 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,075 | 2,042 | increased by967 |
| Apr 1, 2022 | Employees | 6 | 9 | increased by3 |
| Apr 1, 2022 | Disclosures | No | Yes | |
| Apr 1, 2022 | Clients | 410 | 442 | increased by32 |
| Apr 1, 2022 | AUM | $155,308,349 | $174,802,233 | increased by$19,493,884 |
| Apr 1, 2022 | Accounts | 994 | 1,075 | increased by81 |
| Aug 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HAGAN CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HAGAN CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.