# J. HAGAN CAPITAL, INC.

J. HAGAN CAPITAL, INC. of LOUISVILLE, KY is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 168467
- Type: SEC-registered investment adviser
- SEC file number: 801-121718
- Location: 8311 SHELBYVILLE ROAD, LOUISVILLE, KY, 40222
- Phone: (502) 690-5635
- Latest filing: 2026-06-10
- Regulatory AUM: $341.8M
- Discretionary AUM: $213.0M
- Non-discretionary AUM: $128.8M
- Clients: 12
- Accounts: 1,689

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Jonathan Hagan Hicks | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | — |
| HICKS JONATHAN HAGAN | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | — |


## Disclosures (7)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2017-09-27 | civil | CUSTOMER ALLEGES THE FIRM WAS RESPONSIBLE FOR PAYING THEIR INSURANCE PREMIUMS IN 2016. THE CUSTOMER DIDN'T PAY THEIR PREMIUMS FOR TWO YEARS AND THE POLICY LAPSED. THEIR CLAIM WAS THAT THE FIRM WAS ULTIMATELY RESPONSIBLE. THE FIRM COMPLETELY DENIED ANY LIABILITY FOR THEIR NON-PAYMENT AND NO WRONG DOI… | Final | — |


## Branch offices (5)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| WOODLANDS | TX | 4 | 8328101200 |
| SUGAR LAND | TX | 3 | 832-810-1200 |
| LEAGUE CITY | TX | 3 | 832-810-1200 |
| KATY | TX | 3 | 832-810-1200 |
| LAFAYETTE | LA | 2 | 337-366-8366 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168467/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168467/similar
- Related entities: https://search.stillhousedata.com/firm/168467/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168467

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.