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J. HAGAN CAPITAL, INC.
CRD 168467File 801-121718
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$341.8M
Below cohort median (national)
Discretionary AUM
$213.0M
Non-discretionary $128.8M
Clients
876
1,689 accounts
Employees
12
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
- Q11H1C
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.