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- Custodian
- Charles Schwab & Company · Community National Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-17-2013
- Office Locations
- 3
Office Locations
About J. Hagan Capital, Inc.
J. Hagan Capital is a Louisville-based RIA led by founder Jon Hicks, focused on pre-retirees and retirees. The firm provides integrated wealth management—retirement planning, tax and estate strategies, income planning, and investment management—built around mathematically researched, risk-managed defined outcome portfolios and analytics/AI tools to help clients stay invested through volatility. Custodies with Schwab; Hicks also hosts the nationally broadcast “The Retirement Solution” show.
Reported data analysis
What the numbers show
Between October 7, 2025 and June 10, 2026, reported AUM increased 31.0%, from $260.9M to $341.8M.
Across 5 reported observations, AUM increased 95.5% between December 5, 2022 and June 10, 2026, from $174.8M to $341.8M.
Of the latest reported AUM, 62.3% is discretionary and 37.7% is non-discretionary.
The firm reports 10 advisory representatives and 876 clients, or 87.6 clients per representative. That equates to $390.1K in reported AUM per client.
The profile lists 3 reported office locations and 12 years in operation. The source data was last updated on June 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JONATHAN HAGAN HICKS
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4492684
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Marion Dale Doucet
Financial Advisor
- CRD
- #2730764
Mathew Alan Koole
Vice President
- CRD
- #6419995
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $212,964,310 | $202,630 |
| Non-Discretionary | $128,797,956 | $201,878 |
| Total | $341,762,266 | $202,346 |
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Separately Managed Accounts
SMA allocation detail is available
J. Hagan Capital, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
J. Hagan Capital, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.