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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-06-1996
- Office Locations
- 1
Office Locations
About Fagan Associates INC
Fagan Associates INC is a Troy-based RIA. The firm has been operating for 30 years. Managing $940.7M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between July 7, 2025 and March 9, 2026, reported AUM increased 17.4%, from $801.6M to $940.7M.
Across 5 reported observations, AUM increased 40.9% between October 10, 2022 and March 9, 2026, from $667.5M to $940.7M.
Of the latest reported AUM, 98.1% is discretionary and 1.9% is non-discretionary.
The firm reports 3 advisory representatives and 1,800 clients, or 600 clients per representative. That equates to $522.6K in reported AUM per client.
The profile lists 1 reported office location and 30 years in operation. The source data was last updated on March 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
DENNIS PATRICK FAGAN
Associate, Chief Compliance Officer, PORTFOLIO MANAGER, President
- CRD
- #1372863
- Ownership
- 75% or more
AARON JOSEPH FAGAN
Associate, CLIENT ASSOCIATE, PORTFOLIO MANAGER
- CRD
- #7405070
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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DOUGLAS WILLIAM KEENHOLTS
Financial Advisor
- CRD
- #6267288
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $922,720,928 | $298,519 |
| Non-Discretionary | $18,012,060 | $339,850 |
| Total | $940,732,988 | $299,215 |
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Separately Managed Accounts
SMA allocation detail is available
Fagan Associates INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
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Fagan Associates INC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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