O'HAGAN GROUP, INC.

O'HAGAN GROUP, INC. of BETHLEHEM, PA is an SEC-registered investment adviser (CRD 315389). Regulatory assets under management: $1.2B.

Registration

• CRD: 315389
• SEC file number: 801-121753
• Type: Registered investment adviser
• Location: 1429 WEST BROAD STREET, BETHLEHEM, PA, 18018
• Phone: 610-625-8855
• Latest filing: 2026-03-30
• Regulatory AUM: $1.2B
• Discretionary AUM: $1.2B
• Clients: 10
• Accounts: 1,601

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315389 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search