James Brian Hagerty appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. James Brian Hagerty appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-11-17 | Form ADV | BARTLETT & CO. WEALTH MANAGEMENT LLC | CEO | CINCINNATI, OH |