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| J Hagan Capital Inc
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|
|---|---|
| CRD # | 168467 |
| SEC # | 801-121718 |
| CIK # | 0002059107 |
| AUM | $341.8 M (2026-06-10) |
| Employees | 12 (83% Investors, 0% Brokers) |
| Phone | 502-690-5635 |
| Address | 8311 Shelbyville Road Louisville, KY 40222 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 10.1 | ||
| Apple Inc | 5.8 | ||
| Microsoft Corp | 2.0 | ||
| Amazon Com Inc | 1.6 | ||
| SPDR Gold Trust | 1.2 | ||
| Tesla Motors Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 713 | 169.8 |
| (b) Individuals (high net worth individuals) | 72 | 127.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 91 | 44.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,689 | 341.8 |
| By Discretionary | ||
| Discretionary | 1,051 | 213.0 |
| Non-Discretionary | 638 | 128.8 |
| Total | 1,689 | 341.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 341.8 | |
| Total | 1,689 | 341.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002059107] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Nepsis Inc
✚
|
MN | 0.3 |
|
Williams & Novak Wealth Management LLC
✚
|
CA | 0.3 |
|
William Howard & Co Financial Advisors Inc
✚
|
TN | 0.3 |
|
Smedley Financial Services Inc
✚
|
UT | 0.3 |
|
Diversified Financial Management Associates Inc
✚
|
MA | 0.3 |
|
Eiger Wealth Management LLC
✚
|
CA | 0.3 |
|
Wetzel Investment Advisors Inc
✚
|
IN | 0.3 |
|
Navigate Financial LLC
✚
|
UT | 0.3 |
|
Assetgrade LLC
✚
|
MA | 0.3 |
|
Bluedoor Private Wealth LLC
✚
|
MA | 0.3 |