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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-15-2021
- Office Locations
- 4
Office Locations
About O'hagan Group, Inc.
O'Hagan Group, Inc. is a retail-focused RIA with offices in Bethlehem, PA and additional locations in IL and FL. The firm provides investment management and financial planning, including portfolio construction, retirement and estate planning, insurance, and business-succession support. Portfolios are ETF-centric (majority of SMA assets) and also use mutual funds, annuities, and alternatives, with custody at Charles Schwab.
Reported data analysis
What the numbers show
Between March 26, 2025 and March 30, 2026, reported AUM increased 22.3%, from $1.0B to $1.2B.
Across 5 reported observations, AUM increased 104.2% between March 18, 2022 and March 30, 2026, from $612.0M to $1.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 10 advisory representatives and 900 clients, or 90 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 4 reported office locations and 5 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full O'hagan Group, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN JOSEPH O'HAGAN
President
- CRD
- #1754256
- Ownership
- 75% or more
FREDRICK JAMES ROBINSON
Chief Compliance Officer
- CRD
- #1358288
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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PATRICK JOSEPH BURKE
Investment Advisor Representative
- CRD
- #730589
Olivia Clearie
Investment Advisor Representative
- CRD
- #7996472
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,249,663,330 | $780,552 |
| Non-Discretionary | $0 | -- |
| Total | $1,249,663,330 | $780,552 |
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Separately Managed Accounts
SMA allocation detail is available
O'hagan Group, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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