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- Custodian
- Charles Schwab & Company · Community National Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Accredited Investors
Asset Classes
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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