J. Hagan Capital, Inc.

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Account minimum: $500,000 (the brochure says it may be waived or negotiated)

Hourly rate: $350 an hour (Financial planning or consulting service fees)

Hourly rate: $250 an hour (percentage of the engagement completed)

As stated in the firm's Form ADV Part 2A brochure dated June 10, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$341,762,266 as of October 2026, filing dated September 28, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

Also doing business as

HERVEST

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2021 (5 years)

Employees

Total: 14. Performing investment advisory functions: 6.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Community National Bank

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

4 other offices, as of the October 2026 filing

Katy, TXLeague City, TXSugar Land, TXWoodlands, TX

States registered or notice-filed

10 states or jurisdictions

FLINKYLAMDOHTXVAWIWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

2 Reports 2 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Civil court matters Item 11.H

• 11.H(1)(c) Has a domestic or foreign court ever dismissed, under a settlement agreement, an investment-related civil action brought against the firm or an advisory affiliate by a state or foreign financial regulator?
• 11.H(2) Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $155,308,349 in the October 2021 data and $341,762,266 in the October 2026 data, up 120%.

Total employees: 6 in October 2021 and 14 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • Item 11 disclosure answers changed: 2 yes answers, previously 1 (now yes: 11.H(2)).
   • Employees performing advisory functions went from 10 to 6.
   • Changed its office addresses in Woodlands, TX.
   • No longer lists an office in Lafayette, LA.
   • Updated its list of owners and control persons (Schedule A).
2. June 2026
   • Added an office in Katy, TX.
   • Added an office in League City, TX.
   • Added an office in Sugar Land, TX.
3. April 2026
   • Employees performing advisory functions went from 7 to 10.
   • Regulatory assets under management went from $260,883,940 to $341,762,266 (+31%).
   • Added an office in Woodlands, TX.
   • No longer lists an office in Prospect, KY.
4. December 2025
   • Registered or notice-filed in WY.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.