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J. Hagan Capital, Inc.

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Client assets under management

$297,078,307

Clients

785

9% high-net worth

Advisors

6

of 12 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

131

Very High

Average account size

$378,444

About

J. Hagan Capital serves individual and high‑net‑worth clients, as well as trusts and estates, with discretionary and non‑discretionary investment management, financial planning, tax planning, and estate‑planning tool support. The firm implements portfolios that may include traditional stocks and bonds, ETFs and mutual funds, private placements and non‑traded REITs, and insurance products, and it provides access to Turnkey Asset Management Platform (TAMP) strategies and sub‑advisors when appropriate.

The firm describes a customized, client‑specific process built on continuous client contact and a primarily long‑term investment orientation, while employing fundamental, quantitative, and technical analysis and rebalancing as needed. It also uses third‑party administrative and participant account platforms to manage held‑away assets and to support reporting, performance measurement, and fee administration.

Notable distinctions include an in‑house professional team that comprises a Certified Public Accountant and a licensed estate‑planning attorney whose services are incorporated into the advisory relationship without separate fees, and a material disclosure update addressing Standing Letters of Authorization and related custody safeguards. The firm also discloses that some investment adviser representatives are licensed insurance agents who receive commissions and that firm principals have relationships with other investment advisers, private real‑estate interests, and regular media activities, all of which are described and acknowledged as potential conflicts in the brochure.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Private / alternative investments Real estate investing Retirement income strategy General tax planning

Occupation focus

Founder/Business Owner Executive

Demographic focus

Approaching retirement

Fee options

Fixed

Fixed fee financial planning engagements based on expected hours; specific amounts negotiated in advance.

Percentage

Up to 1.50% annually (maximum fee); fees vary based on size, complexity, activity, and may be negotiable/waived.

Commissions

Insurance products commissions from sales by licensed IARs, separate from advisory fees.

Project-based

Financial planning services hourly rate of $350 per hour.

Other

Account minimum: $500,000 Fee-only: Financial planning billed at $350 per hour or fixed fee per engagement; tax planning fees range from $20,000 to $70,000; estate planning tool fees up to $2,500 (investment clients) or $4,000 (estate planning only clients).

Main office location

J. Hagan Capital, Inc.

8311 Shelbyville Road

Louisville KY 40222, United States

Number of offices

3

Most active in

Florida · Indiana · Kentucky · Louisiana · Maryland · Ohio · Texas · Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Marion D

Series 63, Series 65

Lafayette, LA

J. Hagan Capital, Inc.

Marion Doucet is a financial advisor at J. Hagan Capital, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brock & Associates and Primerica Financial Services. Outside of his advisory role, he is involved in real estate investing through GDD Investments, LLC. J. Hagan Capital provides investment advisory and planning services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm offers customized portfolio management and financial planning, incorporating a range of traditional and alternative investments with ongoing portfolio monitoring and discretionary trading when authorized.

Private / alternative investments Real estate investing Retirement income strategy General tax planning Founder/Business Owner Executive Approaching retirement
user avatar

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 prior roles include positions at Jurs Montgomery Brokerage and Nationwide Investment Services Corporation. J. Hagan Capital provides investment advisory and planning services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm offers customized portfolio management and financial planning, utilizing a range of investment strategies including traditional and alternative assets, with ongoing monitoring and discretionary trading when authorized.

Private / alternative investments Real estate investing Retirement income strategy General tax planning Founder/Business Owner Executive Approaching retirement
user avatar

James V

Series 65

Lafayette, LA

J. Hagan Capital, Inc.

James Veillon is a financial advisor at J. Hagan Capital, Inc. with three years of industry experience. He holds a Series 65 designation and has worked at several firms including Matthew James Tax & Wealth Management and MassMutual Life Insurance Co. Prior to his advisory roles, he held positions in insurance agencies and educational institutions. J. Hagan Capital provides investment advisory and planning services primarily to individual and high-net-worth clients, along with trusts and estates. The firm offers customized portfolio management and estate-planning support, utilizing a mix of traditional and alternative investments with ongoing monitoring and discretionary trading when authorized.

Private / alternative investments Real estate investing Retirement income strategy General tax planning Founder/Business Owner Executive Approaching retirement
user avatar

Cameron W

Series 66

Louisville, KY

J. Hagan Capital, Inc.

Cameron Wisley is a financial advisor at J. Hagan Capital, Inc. in Louisville, KY, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Strategic Wealth Investment Group, Strategic Wealth Designers, and Ameriprise Financial Services. J. Hagan Capital provides investment advisory and planning services to individual and high-net-worth clients, as well as trusts and estates, offering customized portfolio management, financial and tax planning, and estate-planning support. The firm constructs tailored portfolios using a combination of traditional and alternative investments, employing fundamental, quantitative, and technical analysis with ongoing monitoring and discretionary trading when authorized.

Private / alternative investments Real estate investing Retirement income strategy General tax planning Founder/Business Owner Executive Approaching retirement
user avatar

Mathew K

Series 63, Series 65

Louisville, KY

J. Hagan Capital, Inc.

Mathew Koole is a financial advisor with J. Hagan Capital, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Prior to joining J. Hagan Capital in 2019, he worked at Northwestern Mutual in various capacities from 2014 to 2019. J. Hagan Capital provides investment advisory and planning services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm offers customized portfolio management and financial planning, incorporating a range of traditional and alternative investments, and employs a combination of fundamental, quantitative, and technical analysis in its investment approach.

Private / alternative investments Real estate investing Retirement income strategy General tax planning Founder/Business Owner Executive Approaching retirement
user avatar

Jonathan H

Series 63, Series 65

Louisville, KY

J. Hagan Capital, Inc.

Jonathan Hicks is a financial advisor with J. Hagan Capital, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with J. Hagan Capital since 2018 and previously held roles at several related entities from 2013 to 2018. Outside of his advisory work, he is the founder of Auctus Tactical Inc., providing consulting services to private equity and hedge fund companies, and serves as Chief Marketing Officer for Demter Tactical Investments Corp, which operates tactical and quantitative investment strategies. J. Hagan Capital provides investment advisory and planning services primarily to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolio management and financial planning, incorporating a range of traditional and alternative investments, and employs a combination of fundamental, quantitative, and technical analysis in its investment approach.

Private / alternative investments Real estate investing Retirement income strategy General tax planning Founder/Business Owner Executive Approaching retirement
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