RIA Intel›Advisers›Florida›DONALD L. HAGAN, LLC

DONALD L. HAGAN, LLC

Institutional

N·SARASOTA, FL

Data as of Apr 10, 2024 · Source: SEC Form ADV

Total AUM

$843M

1-Year AUM Growth

+32.6%

3-Year CAGR

+37.4%

Employees

5

Assets Under Management

Total AUM$843M

Discretionary AUM$842M

Non-Discretionary AUM$594K

Discretionary %99.9%

Total Clients247

Team

Total Employees5

Investment Advisers10

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record68

First FilingFeb 17, 2006

Latest FilingApr 10, 2024

🔒 Full AUM trend chart and 68 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DONALD L. HAGAN, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.